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
$140M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.34M
3
+$467K
4
KHC icon
Kraft Heinz
KHC
+$369K
5
CVX icon
Chevron
CVX
+$368K

Top Sells

1
+$602K
2
+$459K
3
+$347K
4
GIS icon
General Mills
GIS
+$146K
5
DD
Du Pont De Nemours E I
DD
+$134K

Sector Composition

1 Financials 25.15%
2 Consumer Staples 13.02%
3 Healthcare 11.6%
4 Industrials 11.07%
5 Technology 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$177K 0.13%
1,800
102
$171K 0.12%
8,822
103
$135K 0.1%
650
104
$135K 0.1%
4,071
105
$133K 0.09%
2,335
106
$121K 0.09%
875
107
$119K 0.08%
1,768
108
$118K 0.08%
1,020
109
$117K 0.08%
4,416
110
$115K 0.08%
1,175
+200
111
$114K 0.08%
975
112
$110K 0.08%
3,892
113
$105K 0.07%
975
-114
114
$103K 0.07%
1,065
115
$102K 0.07%
4,000
+2,000
116
$101K 0.07%
1,237
117
$101K 0.07%
1,900
118
$100K 0.07%
1,250
119
$100K 0.07%
4,000
120
$98K 0.07%
900
121
$97K 0.07%
1,456
122
$94K 0.07%
1,049
123
$87K 0.06%
1,100
124
$84K 0.06%
3,983
125
$72K 0.05%
1,700
3 4
5
6 7