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
$157M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$524K
3
+$465K
4
K icon
Kellanova
K
+$200K
5
VOD icon
Vodafone
VOD
+$109K

Top Sells

1
+$606K
2
+$89.3K
3
+$87.9K
4
SBUX icon
Starbucks
SBUX
+$77.5K
5
BA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$96K 0.06%
+2,657
127
$96K 0.06%
600
128
$85K 0.05%
1,804
-476
129
$85K 0.05%
1,050
-100
130
$85K 0.05%
921
131
$85K 0.05%
1,800
132
$84K 0.05%
1,456
133
$82K 0.05%
4,248
134
$75K 0.05%
1,500
135
$73K 0.05%
1,800
-100
136
$68K 0.04%
2,000
137
$65K 0.04%
3,294
138
$63K 0.04%
2,102
139
$61K 0.04%
750
+400
140
$54K 0.03%
500
+100
141
$50K 0.03%
1,256
142
$49K 0.03%
1,256
143
$47K 0.03%
1,500
144
$46K 0.03%
1,258
+1
145
$42K 0.03%
560
146
$42K 0.03%
889
147
$41K 0.03%
2,800
148
$41K 0.03%
500
149
$41K 0.03%
1,562
150
$38K 0.02%
388
4 5
6
7 8