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
$200M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$156K
3
+$141K
4
KHC icon
Kraft Heinz
KHC
+$139K
5
SLV icon
iShares Silver Trust
SLV
+$111K

Top Sells

1
+$104K
2
+$103K
3
+$65.2K
4
ET icon
Energy Transfer Partners
ET
+$56.4K
5
PG icon
Procter & Gamble
PG
+$52.2K

Sector Composition

1 Financials 26.56%
2 Technology 12.04%
3 Consumer Staples 11.3%
4 Healthcare 10.95%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$312K 0.16%
700
102
$300K 0.15%
10,758
+5,000
103
$298K 0.15%
3,426
-50
104
$294K 0.15%
3,140
105
$284K 0.14%
3,050
-100
106
$279K 0.14%
8,823
+83
107
$277K 0.14%
2,081
108
$276K 0.14%
3,100
109
$267K 0.13%
1,150
110
$248K 0.12%
1,290
111
$226K 0.11%
1,905
112
$226K 0.11%
3,818
+200
113
$223K 0.11%
2,025
114
$221K 0.11%
3,400
115
$217K 0.11%
6,100
116
$213K 0.11%
4,700
+200
117
$209K 0.1%
+9,250
118
$207K 0.1%
7,080
119
$196K 0.1%
1,075
120
$185K 0.09%
4,098
-200
121
$184K 0.09%
1,100
122
$177K 0.09%
1,150
123
$177K 0.09%
900
124
$172K 0.09%
440
-10
125
$168K 0.08%
2,768
3 4
5
6 7