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
$148M
AUM Growth
-$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$181K
2
+$171K
3
+$156K
4
IBM icon
IBM
IBM
+$119K
5
K icon
Kellanova
K
+$98.7K

Top Sells

1
+$738K
2
+$577K
3
+$414K
4
PG icon
Procter & Gamble
PG
+$335K
5
JNJ icon
Johnson & Johnson
JNJ
+$286K

Sector Composition

1 Financials 23.5%
2 Consumer Staples 12.67%
3 Industrials 11.4%
4 Energy 11.26%
5 Technology 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$154K 0.1%
2,600
-200
102
$153K 0.1%
5,708
103
$147K 0.1%
1,800
104
$130K 0.09%
1,768
+200
105
$122K 0.08%
3,983
106
$121K 0.08%
2,335
107
$119K 0.08%
1,337
108
$116K 0.08%
986
-50
109
$115K 0.08%
1,166
-100
110
$115K 0.08%
1,044
-17
111
$114K 0.08%
900
112
$113K 0.08%
5,580
113
$111K 0.08%
1,133
114
$110K 0.07%
600
115
$104K 0.07%
4,416
116
$101K 0.07%
1,237
117
$101K 0.07%
1,600
-300
118
$100K 0.07%
1,250
119
$96K 0.06%
360
120
$96K 0.06%
2,000
-400
121
$91K 0.06%
900
-21
122
$87K 0.06%
1,695
-109
123
$87K 0.06%
5,395
-12,772
124
$83K 0.06%
1,456
125
$77K 0.05%
1,600
-200
3 4
5
6 7