PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$215K
3
+$202K
4
GIS icon
General Mills
GIS
+$148K
5
AMGN icon
Amgen
AMGN
+$146K

Top Sells

1
+$383K
2
+$195K
3
+$156K
4
VFC icon
VF Corp
VFC
+$112K
5
AXP icon
American Express
AXP
+$84.3K

Sector Composition

1 Financials 24.74%
2 Consumer Staples 12%
3 Healthcare 11.76%
4 Industrials 11.16%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$526K 0.31%
4,250
+300
77
$517K 0.3%
20,095
-140
78
$500K 0.29%
5,639
79
$491K 0.29%
8,197
-700
80
$470K 0.28%
8,655
-2,071
81
$450K 0.26%
17,820
+1,500
82
$426K 0.25%
4,050
83
$425K 0.25%
7,663
+1,200
84
$423K 0.25%
4,945
85
$365K 0.21%
2,865
86
$347K 0.2%
11,304
-189
87
$346K 0.2%
4,284
88
$344K 0.2%
4,600
89
$336K 0.2%
2,639
-25
90
$333K 0.2%
11,822
+402
91
$314K 0.18%
10,740
92
$300K 0.18%
3,600
+250
93
$299K 0.18%
9,100
-5,925
94
$292K 0.17%
3,725
95
$286K 0.17%
2,297
-31
96
$286K 0.17%
5,370
97
$278K 0.16%
6,821
+1,000
98
$238K 0.14%
3,652
99
$233K 0.14%
1,175
+150
100
$224K 0.13%
4,400
2 3
4
5 6