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
$148M
AUM Growth
-$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$181K
2
+$171K
3
+$156K
4
IBM icon
IBM
IBM
+$119K
5
K icon
Kellanova
K
+$98.7K

Top Sells

1
+$738K
2
+$577K
3
+$414K
4
PG icon
Procter & Gamble
PG
+$335K
5
JNJ icon
Johnson & Johnson
JNJ
+$286K

Sector Composition

1 Financials 23.5%
2 Consumer Staples 12.67%
3 Industrials 11.4%
4 Energy 11.26%
5 Technology 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$76K 0.05%
4,480
-5,300
127
$73K 0.05%
800
-250
128
$73K 0.05%
780
-910
129
$70K 0.05%
750
130
$67K 0.05%
1,500
131
$65K 0.04%
2,000
132
$63K 0.04%
3,294
133
$63K 0.04%
1,700
-100
134
$60K 0.04%
500
135
$56K 0.04%
1,845
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136
$56K 0.04%
2,102
137
$53K 0.04%
1,256
138
$50K 0.03%
519
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139
$47K 0.03%
1,256
140
$46K 0.03%
1,562
141
$45K 0.03%
560
142
$43K 0.03%
500
143
$42K 0.03%
388
144
$42K 0.03%
1,500
145
$41K 0.03%
1,208
-50
146
$40K 0.03%
2,800
147
$39K 0.03%
876
-13
148
$38K 0.03%
310
149
$36K 0.02%
482
150
$32K 0.02%
+2,000
4 5
6
7 8