PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $214M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
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%
560
-1,624
177
$21K 0.01%
300
178
$21K 0.01%
400
179
$20K 0.01%
200
180
$20K 0.01%
245
181
$20K 0.01%
213
182
$20K 0.01%
185
183
$20K 0.01%
+275
184
$20K 0.01%
299
-157
185
$20K 0.01%
1,715
186
$19K 0.01%
200
187
$19K 0.01%
350
188
$19K 0.01%
198
189
$19K 0.01%
235
190
$19K 0.01%
111
191
$19K 0.01%
100
192
$18K 0.01%
375
193
$18K 0.01%
1,725
194
$18K 0.01%
182
195
$17K 0.01%
200
196
$17K 0.01%
1,800
197
$17K 0.01%
250
198
$17K 0.01%
1,000
199
$17K 0.01%
215
200
$16K 0.01%
+400
6 7
8
9 10