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
$157M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$524K
3
+$465K
4
K icon
Kellanova
K
+$200K
5
VOD icon
Vodafone
VOD
+$109K

Top Sells

1
+$606K
2
+$89.3K
3
+$87.9K
4
SBUX icon
Starbucks
SBUX
+$77.5K
5
BA icon
Boeing
BA
+$76.3K

Sector Composition

1 Financials 24.07%
2 Energy 12.15%
3 Consumer Staples 12.03%
4 Industrials 11.47%
5 Technology 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$188K 0.12%
2,750
102
$184K 0.12%
2,000
103
$165K 0.1%
4,200
104
$163K 0.1%
9,400
-500
105
$159K 0.1%
1,690
106
$155K 0.1%
3,983
107
$153K 0.1%
5,708
108
$150K 0.1%
9,780
+1
109
$145K 0.09%
1,800
-300
110
$141K 0.09%
2,400
111
$130K 0.08%
2,335
112
$130K 0.08%
1,266
-50
113
$129K 0.08%
1,329
-25
114
$124K 0.08%
1,061
-3
115
$122K 0.08%
1,036
-25
116
$119K 0.08%
1,337
-541
117
$119K 0.08%
5,580
+162
118
$116K 0.07%
4,416
119
$115K 0.07%
1,133
-34
120
$111K 0.07%
1,900
-1,000
121
$105K 0.07%
900
122
$105K 0.07%
1,568
-200
123
$102K 0.06%
+1,237
124
$101K 0.06%
360
125
$100K 0.06%
+1,250
3 4
5
6 7