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
$200M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$156K
3
+$141K
4
KHC icon
Kraft Heinz
KHC
+$139K
5
SLV icon
iShares Silver Trust
SLV
+$111K

Top Sells

1
+$104K
2
+$103K
3
+$65.2K
4
ET icon
Energy Transfer Partners
ET
+$56.4K
5
PG icon
Procter & Gamble
PG
+$52.2K

Sector Composition

1 Financials 26.56%
2 Technology 12.04%
3 Consumer Staples 11.3%
4 Healthcare 10.95%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$69K 0.03%
2,102
152
$60K 0.03%
3,294
153
$60K 0.03%
4,000
154
$59K 0.03%
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155
$58K 0.03%
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156
$58K 0.03%
1,400
157
$52K 0.03%
619
158
$51K 0.03%
317
159
$50K 0.03%
1,000
160
$50K 0.03%
625
161
$50K 0.03%
484
162
$49K 0.02%
854
-40
163
$48K 0.02%
3,389
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164
$47K 0.02%
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165
$45K 0.02%
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166
$44K 0.02%
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167
$43K 0.02%
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1,500
169
$40K 0.02%
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170
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$38K 0.02%
606
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172
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1,230
173
$38K 0.02%
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174
$37K 0.02%
210
175
$37K 0.02%
600
5 6
7
8 9