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
$217M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$231K
2
+$223K
3
+$210K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$174K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$155K

Top Sells

1
+$261K
2
+$256K
3
+$246K
4
PG icon
Procter & Gamble
PG
+$191K
5
K icon
Kellanova
K
+$174K

Sector Composition

1 Financials 24.35%
2 Technology 15.87%
3 Healthcare 12.22%
4 Industrials 10.03%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$61K 0.03%
200
152
$61K 0.03%
4,000
153
$59K 0.03%
1,250
154
$57K 0.03%
210
155
$55K 0.03%
619
156
$52K 0.02%
625
157
$51K 0.02%
3,389
158
$49K 0.02%
3,352
159
$48K 0.02%
724
160
$45K 0.02%
850
161
$45K 0.02%
1,500
162
$43K 0.02%
2,000
163
$38K 0.02%
664
164
$36K 0.02%
300
165
$35K 0.02%
294
+120
166
$35K 0.02%
379
+150
167
$34K 0.02%
1,150
+1,100
168
$32K 0.01%
2,400
169
$32K 0.01%
1,000
170
$32K 0.01%
515
171
$31K 0.01%
600
172
$31K 0.01%
1,229
173
$30K 0.01%
170
174
$30K 0.01%
326
175
$29K 0.01%
800
5 6
7
8 9