PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $211M
1-Year Est. Return 25.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.07%
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
+$17.5M
2
+$532K
3
+$425K
4
K
Kellanova
K
+$203K
5
VOD icon
Vodafone
VOD
+$115K

Top Sells

1
+$593K
2
+$92.3K
3
+$84.3K
4
BA icon
Boeing
BA
+$78.3K
5
SBUX icon
Starbucks
SBUX
+$72.6K

Sector Composition

1 Financials 24.07%
2 Energy 12.15%
3 Consumer Staples 12.03%
4 Industrials 11.48%
5 Technology 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$22K 0.01%
254
177
$21K 0.01%
400
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$21K 0.01%
300
179
$20K 0.01%
213
180
$20K 0.01%
245
181
$20K 0.01%
200
182
$20K 0.01%
1,715
183
$20K 0.01%
299
-157
184
$20K 0.01%
+275
185
$20K 0.01%
185
186
$19K 0.01%
200
187
$19K 0.01%
100
188
$19K 0.01%
350
189
$19K 0.01%
198
190
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235
191
$19K 0.01%
111
192
$18K 0.01%
1,725
193
$18K 0.01%
182
194
$18K 0.01%
375
195
$17K 0.01%
200
196
$17K 0.01%
1,800
197
$17K 0.01%
250
198
$17K 0.01%
215
199
$17K 0.01%
1,000
200
$16K 0.01%
+400
6 7
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