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
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.67M
3
+$6.9M
4
PG icon
Procter & Gamble
PG
+$5.61M
5
GE icon
GE Aerospace
GE
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 15.64%
2 Energy 14.26%
3 Financials 13.04%
4 Consumer Staples 12.35%
5 Technology 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$185K 0.12%
+11,879
102
$185K 0.12%
+7,120
103
$185K 0.12%
+2,750
104
$183K 0.12%
+2,560
105
$180K 0.12%
+3,674
106
$180K 0.12%
+2,061
107
$178K 0.12%
+2,500
108
$175K 0.12%
+2,000
109
$175K 0.12%
+3,050
110
$173K 0.11%
+2,100
111
$160K 0.11%
+4,000
112
$153K 0.1%
+1,690
113
$151K 0.1%
+3,671
114
$147K 0.1%
+8,233
115
$138K 0.09%
+1,316
116
$133K 0.09%
+1,214
117
$133K 0.09%
+1,211
118
$132K 0.09%
+1,354
119
$130K 0.09%
+1,768
120
$128K 0.08%
+1,414
121
$127K 0.08%
+5,580
122
$126K 0.08%
+4,222
123
$119K 0.08%
+2,292
124
$112K 0.07%
+2,400
125
$109K 0.07%
+2,335
3 4
5
6 7