PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$231K
2
+$223K
3
+$210K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$174K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$155K

Top Sells

1
+$261K
2
+$256K
3
+$246K
4
PG icon
Procter & Gamble
PG
+$191K
5
K icon
Kellanova
K
+$174K

Sector Composition

1 Financials 24.35%
2 Technology 15.87%
3 Healthcare 12.22%
4 Industrials 10.03%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$728K 0.33%
13,513
-502
77
$724K 0.33%
12,397
-2,982
78
$697K 0.32%
2,590
79
$697K 0.32%
42,312
-1,500
80
$667K 0.31%
5,800
81
$666K 0.31%
22,066
-5,000
82
$586K 0.27%
5,000
83
$581K 0.27%
6,840
84
$550K 0.25%
57,937
85
$538K 0.25%
9,680
86
$505K 0.23%
700
87
$497K 0.23%
7,110
88
$488K 0.22%
1,300
+200
89
$483K 0.22%
6,500
-2,000
90
$443K 0.2%
9,617
91
$439K 0.2%
14,585
92
$437K 0.2%
2,725
93
$430K 0.2%
363
94
$415K 0.19%
5,700
+900
95
$404K 0.19%
13,350
+1,900
96
$375K 0.17%
9,930
-500
97
$369K 0.17%
9,525
-166
98
$369K 0.17%
2,195
+88
99
$352K 0.16%
10,178
100
$335K 0.15%
4,964
-250
2 3
4
5 6