PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
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
1
$14.6M 7.3%
322,582
-1,000
2
$13.4M 6.69%
77,803
+45
3
$6.22M 3.11%
50,031
-420
4
$5.72M 2.86%
41,155
+495
5
$4.98M 2.49%
36,300
-220
6
$4.78M 2.39%
85,428
+300
7
$4.76M 2.38%
130,025
8
$4.53M 2.27%
16,685
-240
9
$4.47M 2.23%
20,815
+35
10
$4.18M 2.09%
59,207
-48
11
$4.11M 2.06%
120,572
+622
12
$3.55M 1.77%
58,750
-338
13
$3.51M 1.76%
27,133
-50
14
$3.27M 1.64%
114,439
-124
15
$2.96M 1.48%
24,989
-325
16
$2.76M 1.38%
20,065
+628
17
$2.69M 1.34%
30,940
+640
18
$2.66M 1.33%
22,431
-183
19
$2.65M 1.33%
162,230
-1,170
20
$2.58M 1.29%
6,785
+61
21
$2.48M 1.24%
78,932
-177
22
$2.48M 1.24%
45,615
-166
23
$2.45M 1.23%
30,281
-189
24
$2.43M 1.22%
17,478
-59
25
$2.37M 1.19%
46,793
+675
1
2 3 4 5