PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.67M
3
+$6.9M
4
PG icon
Procter & Gamble
PG
+$5.61M
5
GE icon
GE Aerospace
GE
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 15.64%
2 Energy 14.26%
3 Financials 13.04%
4 Consumer Staples 12.35%
5 Technology 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$107K 0.07%
+4,541
127
$106K 0.07%
+3,200
128
$100K 0.07%
+360
129
$95K 0.06%
+1,150
130
$89K 0.06%
+600
131
$86K 0.06%
+900
132
$84K 0.06%
+921
133
$82K 0.05%
+8,480
134
$81K 0.05%
+2,184
135
$80K 0.05%
+1,456
136
$78K 0.05%
+2,000
137
$74K 0.05%
+873
138
$70K 0.05%
+2,061
139
$68K 0.04%
+1,800
140
$65K 0.04%
+1,500
141
$65K 0.04%
+3,294
142
$62K 0.04%
+1,679
143
$61K 0.04%
+1,900
144
$59K 0.04%
+2,102
145
$58K 0.04%
+1,256
146
$57K 0.04%
+490
147
$57K 0.04%
+5,000
148
$56K 0.04%
+1,401
149
$53K 0.03%
+700
150
$51K 0.03%
+753
4 5
6
7 8