PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $214M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
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
+$17.5M
2
+$532K
3
+$425K
4
K
Kellanova
K
+$203K
5
VOD icon
Vodafone
VOD
+$115K

Top Sells

1
+$593K
2
+$92.3K
3
+$84.3K
4
BA icon
Boeing
BA
+$78.3K
5
SBUX icon
Starbucks
SBUX
+$72.6K

Sector Composition

1 Financials 24.07%
2 Energy 12.15%
3 Consumer Staples 12.03%
4 Industrials 11.48%
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