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
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.67M
3
+$6.9M
4
PG icon
Procter & Gamble
PG
+$5.61M
5
GE icon
GE Aerospace
GE
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 15.64%
2 Energy 14.26%
3 Financials 13.04%
4 Consumer Staples 12.35%
5 Technology 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$50K 0.03%
+1,257
152
$50K 0.03%
+400
153
$47K 0.03%
+495
154
$44K 0.03%
+1,256
155
$42K 0.03%
+609
156
$41K 0.03%
+394
157
$41K 0.03%
+585
158
$39K 0.03%
+1,562
159
$36K 0.02%
+2,800
160
$36K 0.02%
+636
161
$36K 0.02%
+382
162
$33K 0.02%
+621
163
$33K 0.02%
+435
164
$32K 0.02%
+1,050
165
$31K 0.02%
+1,500
166
$31K 0.02%
+675
167
$31K 0.02%
+711
168
$31K 0.02%
+388
169
$31K 0.02%
+456
170
$29K 0.02%
+901
171
$28K 0.02%
+3,000
172
$28K 0.02%
+350
173
$27K 0.02%
+1,524
174
$26K 0.02%
+600
175
$26K 0.02%
+234
5 6
7
8 9