PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
This Quarter Return
+7.7%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$152M
AUM Growth
+$11.2M
(+8%)
Cap. Flow
+$1.64M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
37.59%
Holding
317
New
2
Increased
34
Reduced
53
Closed
7
Top Buys
| 1 |
NBT Bancorp
NBTB
|
$2.95M |
| 2 |
McDonald's
MCD
|
$2M |
| 3 |
Exxon Mobil
XOM
|
$174K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$160K |
| 5 |
American Express
AXP
|
$139K |
Top Sells
| 1 |
Wells Fargo
WFC
|
$2.12M |
| 2 |
Peoples Financial Services
PFIS
|
$646K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$231K |
| 4 |
Deere & Co
DE
|
$195K |
| 5 |
Amgen
AMGN
|
$179K |
Sector Composition
| 1 | Financials | 25.09% |
| 2 | Consumer Staples | 12.77% |
| 3 | Healthcare | 11.44% |
| 4 | Industrials | 11.06% |
| 5 | Technology | 9.92% |
