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
$171M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$215K
3
+$202K
4
GIS icon
General Mills
GIS
+$148K
5
AMGN icon
Amgen
AMGN
+$146K

Top Sells

1
+$383K
2
+$195K
3
+$156K
4
VFC icon
VF Corp
VFC
+$112K
5
AXP icon
American Express
AXP
+$84.3K

Sector Composition

1 Financials 24.74%
2 Consumer Staples 12%
3 Healthcare 11.76%
4 Industrials 11.16%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$221K 0.13%
1,790
102
$217K 0.13%
1,000
103
$216K 0.13%
8,925
104
$215K 0.13%
1,955
-133
105
$211K 0.12%
500
+200
106
$210K 0.12%
3,035
-200
107
$198K 0.12%
3,100
108
$195K 0.11%
10,725
109
$195K 0.11%
2,525
-25
110
$195K 0.11%
1,179
-39
111
$192K 0.11%
3,675
+1,400
112
$185K 0.11%
2,900
113
$182K 0.11%
4,698
+500
114
$177K 0.1%
3,820
+160
115
$177K 0.1%
730
+50
116
$176K 0.1%
1,150
+125
117
$163K 0.1%
1,818
118
$153K 0.09%
550
119
$153K 0.09%
2,650
-458
120
$145K 0.08%
2,768
121
$145K 0.08%
900
122
$139K 0.08%
975
123
$132K 0.08%
975
124
$121K 0.07%
2,219
125
$116K 0.07%
1,628
-613
3 4
5
6 7