PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+5.99%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$157M
AUM Growth
+$22.7M
(+17%)
Cap. Flow
+$18.3M
Cap. Flow
% of AUM
11.6%
Top 10 Holdings %
Top 10 Hldgs %
38.84%
Holding
359
New
14
Increased
30
Reduced
86
Closed
7
Top Buys
| 1 |
Peoples Financial Services
PFIS
|
$18.7M |
| 2 |
General Mills
GIS
|
$524K |
| 3 |
Suncor Energy
SU
|
$465K |
| 4 |
Kellanova
K
|
$200K |
| 5 |
Vodafone
VOD
|
$109K |
Top Sells
| 1 |
Exelon
EXC
|
$606K |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$89.3K |
| 3 |
PNC Financial Services
PNC
|
$87.9K |
| 4 |
Starbucks
SBUX
|
$77.5K |
| 5 |
Boeing
BA
|
$76.3K |
Sector Composition
| 1 | Financials | 24.07% |
| 2 | Energy | 12.15% |
| 3 | Consumer Staples | 12.03% |
| 4 | Industrials | 11.47% |
| 5 | Technology | 10.56% |
