PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+1.49%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$171M
AUM Growth
+$3.01M
(+1.8%)
Cap. Flow
+$1.17M
Cap. Flow
% of AUM
0.68%
Top 10 Holdings %
Top 10 Hldgs %
34.07%
Holding
357
New
5
Increased
61
Reduced
51
Closed
6
Top Buys
| 1 |
Kellanova
K
|
+$396K |
| 2 |
GE Aerospace
GE
|
+$215K |
| 3 |
Analog Devices
ADI
|
+$202K |
| 4 |
General Mills
GIS
|
+$148K |
| 5 |
Amgen
AMGN
|
+$146K |
Top Sells
| 1 |
McDonald's
MCD
|
+$383K |
| 2 |
NOV
NOV
|
+$195K |
| 3 |
Community Bank
CBU
|
+$156K |
| 4 |
VF Corp
VFC
|
+$112K |
| 5 |
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% |
