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
$217M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$231K
2
+$223K
3
+$210K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$174K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$155K

Top Sells

1
+$261K
2
+$256K
3
+$246K
4
PG icon
Procter & Gamble
PG
+$191K
5
K icon
Kellanova
K
+$174K

Sector Composition

1 Financials 24.35%
2 Technology 15.87%
3 Healthcare 12.22%
4 Industrials 10.03%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$326K 0.15%
7,947
-325
102
$324K 0.15%
3,426
103
$323K 0.15%
1,659
+450
104
$317K 0.15%
1,215
105
$314K 0.14%
12,006
106
$311K 0.14%
2,081
107
$308K 0.14%
4,500
+1,200
108
$298K 0.14%
4,130
109
$293K 0.13%
7,318
-100
110
$287K 0.13%
4,600
111
$286K 0.13%
1,620
112
$286K 0.13%
1,380
+250
113
$274K 0.13%
1,900
-5
114
$263K 0.12%
6,200
115
$263K 0.12%
3,618
116
$262K 0.12%
3,140
117
$238K 0.11%
5,975
-700
118
$230K 0.11%
12,300
+11,900
119
$227K 0.1%
36,792
120
$227K 0.1%
3,400
121
$205K 0.09%
9,412
-1,650
122
$192K 0.09%
5,715
123
$186K 0.09%
955
-35
124
$185K 0.09%
6,100
125
$180K 0.08%
3,600
+1,100
3 4
5
6 7