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
$140M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.34M
3
+$467K
4
KHC icon
Kraft Heinz
KHC
+$369K
5
CVX icon
Chevron
CVX
+$368K

Top Sells

1
+$602K
2
+$459K
3
+$347K
4
GIS icon
General Mills
GIS
+$146K
5
DD
Du Pont De Nemours E I
DD
+$134K

Sector Composition

1 Financials 25.15%
2 Consumer Staples 13.02%
3 Healthcare 11.6%
4 Industrials 11.07%
5 Technology 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$71K 0.05%
7,043
-1,265
127
$69K 0.05%
700
128
$58K 0.04%
1,159
-250
129
$58K 0.04%
500
130
$57K 0.04%
2,400
131
$57K 0.04%
1,222
132
$54K 0.04%
3,480
-1,000
133
$53K 0.04%
2,102
134
$52K 0.04%
2,231
-3,348
135
$51K 0.04%
3,294
136
$50K 0.04%
+7,681
137
$48K 0.03%
1,215
138
$47K 0.03%
1,220
139
$46K 0.03%
504
140
$44K 0.03%
2,000
141
$44K 0.03%
1,500
142
$43K 0.03%
1,500
-100
143
$42K 0.03%
1,746
144
$41K 0.03%
1,500
145
$40K 0.03%
400
146
$40K 0.03%
500
147
$38K 0.03%
310
148
$38K 0.03%
140
+100
149
$38K 0.03%
313
150
$37K 0.03%
360
4 5
6
7 8