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
$148M
AUM Growth
-$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1 +$194K
2 +$165K
3 +$157K
4
IBM icon
IBM
IBM
+$119K
5
K
Kellanova
K
+$103K

Top Sells

1 +$781K
2 +$590K
3 +$403K
4
PG icon
Procter & Gamble
PG
+$328K
5
JNJ icon
Johnson & Johnson
JNJ
+$278K

Sector Composition

1 Financials 23.5%
2 Consumer Staples 12.68%
3 Industrials 11.41%
4 Energy 11.26%
5 Technology 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$19K 0.01%
100
177
$19K 0.01%
213
178
$19K 0.01%
1,123
-401
179
$19K 0.01%
235
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$19K 0.01%
299
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$18K 0.01%
182
182
$18K 0.01%
400
183
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200
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$18K 0.01%
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185
$16K 0.01%
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186
$16K 0.01%
375
187
$16K 0.01%
215
188
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-50
189
$16K 0.01%
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190
$16K 0.01%
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$15K 0.01%
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$15K 0.01%
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194
$15K 0.01%
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195
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240
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197
$14K 0.01%
400
198
$13K 0.01%
250
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$13K 0.01%
100
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$13K 0.01%
300