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
$171M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$215K
3
+$202K
4
GIS icon
General Mills
GIS
+$148K
5
AMGN icon
Amgen
AMGN
+$146K

Top Sells

1
+$383K
2
+$195K
3
+$156K
4
VFC icon
VF Corp
VFC
+$112K
5
AXP icon
American Express
AXP
+$84.3K

Sector Composition

1 Financials 24.74%
2 Consumer Staples 12%
3 Healthcare 11.76%
4 Industrials 11.16%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$51K 0.03%
200
152
$50K 0.03%
2,000
153
$48K 0.03%
450
154
$47K 0.03%
1,200
155
$47K 0.03%
1,500
156
$47K 0.03%
876
157
$46K 0.03%
317
+45
158
$45K 0.03%
3,352
159
$43K 0.03%
+801
160
$41K 0.02%
1,000
161
$38K 0.02%
642
162
$37K 0.02%
2,000
163
$37K 0.02%
3,111
164
$35K 0.02%
3,000
165
$35K 0.02%
709
166
$35K 0.02%
780
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167
$32K 0.02%
2,857
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168
$31K 0.02%
600
169
$31K 0.02%
800
170
$29K 0.02%
1,400
171
$28K 0.02%
198
172
$27K 0.02%
556
173
$27K 0.02%
500
-100
174
$27K 0.02%
1,500
+800
175
$26K 0.02%
1,115
5 6
7
8 9