PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$215K
3
+$202K
4
GIS icon
General Mills
GIS
+$148K
5
AMGN icon
Amgen
AMGN
+$146K

Top Sells

1
+$383K
2
+$195K
3
+$156K
4
VFC icon
VF Corp
VFC
+$112K
5
AXP icon
American Express
AXP
+$84.3K

Sector Composition

1 Financials 24.74%
2 Consumer Staples 12%
3 Healthcare 11.76%
4 Industrials 11.16%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25K 0.01%
360
177
$24K 0.01%
627
-172
178
$24K 0.01%
200
179
$23K 0.01%
434
180
$23K 0.01%
375
181
$22K 0.01%
+1,500
182
$22K 0.01%
240
183
$21K 0.01%
1,666
184
$21K 0.01%
476
-208
185
$21K 0.01%
1,715
186
$20K 0.01%
373
187
$20K 0.01%
196
188
$20K 0.01%
180
189
$20K 0.01%
509
190
$19K 0.01%
10
+5
191
$19K 0.01%
1,000
192
$19K 0.01%
160
193
$18K 0.01%
300
194
$18K 0.01%
82
195
$18K 0.01%
250
196
$18K 0.01%
937
197
$17K 0.01%
196
198
$17K 0.01%
200
199
$17K 0.01%
800
200
$16K 0.01%
100
6 7
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