PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$156K
3
+$141K
4
KHC icon
Kraft Heinz
KHC
+$139K
5
SLV icon
iShares Silver Trust
SLV
+$111K

Top Sells

1
+$104K
2
+$103K
3
+$65.2K
4
ET icon
Energy Transfer Partners
ET
+$56.4K
5
PG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$155K 0.08%
1,450
+200
127
$152K 0.08%
9,282
128
$151K 0.08%
1,262
+62
129
$150K 0.08%
2,167
-41
130
$146K 0.07%
980
+55
131
$146K 0.07%
865
132
$135K 0.07%
2,650
133
$131K 0.07%
2,916
134
$128K 0.06%
2,130
-89
135
$125K 0.06%
2,395
136
$123K 0.06%
299
-12
137
$118K 0.06%
5,100
-4,500
138
$111K 0.06%
3,611
139
$111K 0.06%
+7,000
140
$101K 0.05%
2,500
141
$97K 0.05%
629
142
$92K 0.05%
1,453
143
$92K 0.05%
3,233
144
$85K 0.04%
675
+225
145
$82K 0.04%
6,900
146
$80K 0.04%
3,000
-1,120
147
$75K 0.04%
200
148
$75K 0.04%
1,800
149
$70K 0.04%
881
150
$69K 0.03%
500
4 5
6
7 8