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
$200M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$156K
3
+$141K
4
KHC icon
Kraft Heinz
KHC
+$139K
5
SLV icon
iShares Silver Trust
SLV
+$111K

Top Sells

1
+$104K
2
+$103K
3
+$65.2K
4
ET icon
Energy Transfer Partners
ET
+$56.4K
5
PG icon
Procter & Gamble
PG
+$52.2K

Sector Composition

1 Financials 26.56%
2 Technology 12.04%
3 Consumer Staples 11.3%
4 Healthcare 10.95%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36K 0.02%
375
177
$34K 0.02%
876
178
$31K 0.02%
800
179
$30K 0.02%
240
180
$28K 0.01%
600
181
$28K 0.01%
440
182
$28K 0.01%
14,600
183
$25K 0.01%
160
184
$24K 0.01%
196
185
$24K 0.01%
517
186
$23K 0.01%
300
187
$23K 0.01%
+11,100
188
$23K 0.01%
373
189
$23K 0.01%
170
190
$22K 0.01%
1,666
191
$22K 0.01%
200
192
$21K 0.01%
196
193
$21K 0.01%
180
194
$20K 0.01%
10
195
$20K 0.01%
224
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196
$19K 0.01%
250
197
$19K 0.01%
1,700
198
$19K 0.01%
100
199
$18K 0.01%
200
200
$18K 0.01%
1,000
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8
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