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
$157M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$524K
3
+$465K
4
K icon
Kellanova
K
+$200K
5
VOD icon
Vodafone
VOD
+$109K

Top Sells

1
+$606K
2
+$89.3K
3
+$87.9K
4
SBUX icon
Starbucks
SBUX
+$77.5K
5
BA icon
Boeing
BA
+$76.3K

Sector Composition

1 Financials 24.07%
2 Energy 12.15%
3 Consumer Staples 12.03%
4 Industrials 11.47%
5 Technology 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$38K 0.02%
310
152
$34K 0.02%
711
153
$34K 0.02%
482
-271
154
$34K 0.02%
1,050
155
$32K 0.02%
3,000
156
$32K 0.02%
621
157
$31K 0.02%
294
-100
158
$30K 0.02%
300
159
$29K 0.02%
1,500
160
$29K 0.02%
801
-600
161
$28K 0.02%
400
162
$27K 0.02%
600
163
$27K 0.02%
541
+199
164
$27K 0.02%
234
165
$26K 0.02%
300
166
$25K 0.02%
712
167
$24K 0.02%
200
168
$24K 0.02%
352
169
$24K 0.02%
1,524
170
$23K 0.01%
1,000
171
$23K 0.01%
3,165
172
$23K 0.01%
653
173
$22K 0.01%
1,031
174
$22K 0.01%
114
175
$22K 0.01%
560
-1,624
5 6
7
8 9