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
201
$17K 0.01%
134
202
$15K 0.01%
100
203
$15K 0.01%
100
204
$15K 0.01%
37
205
$15K 0.01%
100
206
$14K 0.01%
400
207
$14K 0.01%
1,700
208
$14K 0.01%
158
+95
209
$14K 0.01%
200
210
$13K 0.01%
100
211
$12K 0.01%
682
212
$12K 0.01%
136
213
$12K 0.01%
500
214
$12K 0.01%
350
215
$12K 0.01%
100
216
$11K 0.01%
100
217
$11K 0.01%
56
218
$11K 0.01%
684
219
$11K 0.01%
39
220
$11K 0.01%
234
221
$10K ﹤0.01%
211
222
$10K ﹤0.01%
38
223
$10K ﹤0.01%
200
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$10K ﹤0.01%
500
225
$10K ﹤0.01%
300
7 8
9
10 11