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
$140M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.34M
3
+$467K
4
KHC icon
Kraft Heinz
KHC
+$369K
5
CVX icon
Chevron
CVX
+$368K

Top Sells

1
+$602K
2
+$459K
3
+$347K
4
GIS icon
General Mills
GIS
+$146K
5
DD
Du Pont De Nemours E I
DD
+$134K

Sector Composition

1 Financials 25.15%
2 Consumer Staples 13.02%
3 Healthcare 11.6%
4 Industrials 11.07%
5 Technology 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37K 0.03%
1,301
+100
152
$36K 0.03%
400
153
$34K 0.02%
783
154
$33K 0.02%
542
155
$33K 0.02%
200
156
$33K 0.02%
482
157
$31K 0.02%
876
158
$31K 0.02%
746
-17
159
$30K 0.02%
2,800
160
$30K 0.02%
600
161
$29K 0.02%
374
162
$27K 0.02%
3,000
163
$26K 0.02%
1,400
164
$23K 0.02%
2,000
165
$23K 0.02%
431
166
$23K 0.02%
200
167
$21K 0.02%
1,423
168
$21K 0.02%
1,715
169
$20K 0.01%
299
170
$20K 0.01%
560
171
$20K 0.01%
198
172
$20K 0.01%
+375
173
$20K 0.01%
750
+200
174
$19K 0.01%
100
175
$19K 0.01%
1,222
5 6
7
8 9