PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+1.77%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$200M
AUM Growth
+$2.86M
(+1.4%)
Cap. Flow
+$390K
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
33.82%
Holding
373
New
10
Increased
43
Reduced
68
Closed
11
Top Buys
| 1 |
NCV
Virtus Convertible & Income Fund
NCV
|
$209K |
| 2 |
Schlumberger
SLB
|
$156K |
| 3 |
Nike
NKE
|
$141K |
| 4 |
Kraft Heinz
KHC
|
$139K |
| 5 |
iShares Silver Trust
SLV
|
$111K |
Top Sells
| 1 |
CSX Corp
CSX
|
$104K |
| 2 |
Broadcom
AVGO
|
$103K |
| 3 |
Mastercard
MA
|
$65.2K |
| 4 |
Energy Transfer Partners
ET
|
$56.4K |
| 5 |
Procter & Gamble
PG
|
$52.2K |
Sector Composition
| 1 | Financials | 26.56% |
| 2 | Technology | 12.04% |
| 3 | Consumer Staples | 11.3% |
| 4 | Healthcare | 10.95% |
| 5 | Industrials | 9.97% |
