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
$217M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$231K
2
+$223K
3
+$210K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$174K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$155K

Top Sells

1
+$261K
2
+$256K
3
+$246K
4
PG icon
Procter & Gamble
PG
+$191K
5
K icon
Kellanova
K
+$174K

Sector Composition

1 Financials 24.35%
2 Technology 15.87%
3 Healthcare 12.22%
4 Industrials 10.03%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$174K 0.08%
+1,085
127
$162K 0.07%
3,000
128
$161K 0.07%
7,865
-1,100
129
$160K 0.07%
1,075
130
$155K 0.07%
+4,100
131
$154K 0.07%
5,100
132
$123K 0.06%
675
133
$118K 0.05%
504
134
$116K 0.05%
3,233
135
$114K 0.05%
3,250
136
$105K 0.05%
6,900
137
$97K 0.04%
1,800
138
$96K 0.04%
629
139
$89K 0.04%
500
140
$86K 0.04%
1,000
141
$85K 0.04%
609
-285
142
$83K 0.04%
2,000
143
$77K 0.04%
1,328
-125
144
$75K 0.03%
200
145
$72K 0.03%
2,000
146
$70K 0.03%
200
147
$70K 0.03%
198
148
$69K 0.03%
3,983
149
$64K 0.03%
3,693
150
$61K 0.03%
986
4 5
6
7 8