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
$157M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$524K
3
+$465K
4
K icon
Kellanova
K
+$200K
5
VOD icon
Vodafone
VOD
+$109K

Top Sells

1
+$606K
2
+$89.3K
3
+$87.9K
4
SBUX icon
Starbucks
SBUX
+$77.5K
5
BA icon
Boeing
BA
+$76.3K

Sector Composition

1 Financials 24.07%
2 Energy 12.15%
3 Consumer Staples 12.03%
4 Industrials 11.47%
5 Technology 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16K 0.01%
650
202
$16K 0.01%
3
203
$16K 0.01%
1,096
204
$15K 0.01%
2,052
205
$15K 0.01%
240
206
$14K 0.01%
200
207
$14K 0.01%
500
208
$14K 0.01%
300
209
$14K 0.01%
1,012
+10
210
$14K 0.01%
513
+479
211
$13K 0.01%
275
-25
212
$13K 0.01%
342
213
$13K 0.01%
255
214
$13K 0.01%
100
215
$12K 0.01%
657
216
$12K 0.01%
112
217
$12K 0.01%
200
218
$11K 0.01%
280
219
$11K 0.01%
493
220
$11K 0.01%
85
221
$11K 0.01%
200
222
$11K 0.01%
332
223
$11K 0.01%
212
224
$10K 0.01%
268
225
$10K 0.01%
1,000
-7,480
7 8
9
10 11