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
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.67M
3
+$6.9M
4
PG icon
Procter & Gamble
PG
+$5.61M
5
GE icon
GE Aerospace
GE
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 15.64%
2 Energy 14.26%
3 Financials 13.04%
4 Consumer Staples 12.35%
5 Technology 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17K 0.01%
+400
202
$16K 0.01%
+100
203
$16K 0.01%
+342
204
$16K 0.01%
+650
205
$16K 0.01%
+384
206
$16K 0.01%
+375
207
$16K 0.01%
+215
208
$15K 0.01%
+200
209
$15K 0.01%
+280
210
$15K 0.01%
+240
211
$15K 0.01%
+1,096
212
$14K 0.01%
+100
213
$14K 0.01%
+300
214
$14K 0.01%
+3
215
$13K 0.01%
+300
216
$13K 0.01%
+2,052
217
$13K 0.01%
+500
218
$13K 0.01%
+342
219
$13K 0.01%
+1,119
220
$13K 0.01%
+255
221
$13K 0.01%
+175
222
$13K 0.01%
+295
223
$13K 0.01%
+100
224
$12K 0.01%
+200
225
$12K 0.01%
+500
7 8
9
10 11