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
$217M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$231K
2
+$223K
3
+$210K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$174K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$155K

Top Sells

1
+$261K
2
+$256K
3
+$246K
4
PG icon
Procter & Gamble
PG
+$191K
5
K icon
Kellanova
K
+$174K

Sector Composition

1 Financials 24.35%
2 Technology 15.87%
3 Healthcare 12.22%
4 Industrials 10.03%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$26K 0.01%
100
177
$26K 0.01%
544
+345
178
$25K 0.01%
100
179
$25K 0.01%
125
180
$24K 0.01%
312
+200
181
$23K 0.01%
1,666
182
$23K 0.01%
251
+166
183
$23K 0.01%
250
184
$22K 0.01%
434
185
$22K 0.01%
1,462
186
$22K 0.01%
100
187
$21K 0.01%
100
188
$21K 0.01%
2,000
189
$21K 0.01%
300
190
$21K 0.01%
1,192
-701
191
$21K 0.01%
2,000
192
$21K 0.01%
3,111
193
$20K 0.01%
200
194
$20K 0.01%
75
195
$20K 0.01%
1,213
+675
196
$20K 0.01%
150
-400
197
$19K 0.01%
200
198
$17K 0.01%
619
199
$17K 0.01%
76
200
$17K 0.01%
100
6 7
8
9 10