PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $211M
1-Year Est. Return 25.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
-$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$392K
3 +$206K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$107K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$102K

Top Sells

1 +$765K
2 +$525K
3 +$213K
4
XOM icon
Exxon Mobil
XOM
+$201K
5
AXP icon
American Express
AXP
+$129K

Sector Composition

1 Technology 19.56%
2 Healthcare 13.82%
3 Financials 13.53%
4 Industrials 8.45%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ALNY icon
226
Alnylam Pharmaceuticals
ALNY
$38.2B
$16.5K 0.01%
50
EIM
227
Eaton Vance Municipal Bond Fund
EIM
$504M
$16.3K 0.01%
1,666
TSCO icon
228
Tractor Supply
TSCO
$15.3B
$16.1K 0.01%
355
OEF icon
229
iShares S&P 100 ETF
OEF
$20.5B
$15.9K 0.01%
50
FCX icon
230
Freeport-McMoran
FCX
$102B
$15.7K 0.01%
268
IEMG icon
231
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$15.3K 0.01%
+220
GM icon
232
General Motors
GM
$73.7B
$14.9K 0.01%
200
RF icon
233
Regions Financial
RF
$23.4B
$14.9K 0.01%
570
GOVT icon
234
iShares US Treasury Bond ETF
GOVT
$41.5B
$14.2K 0.01%
619
IR icon
235
Ingersoll Rand
IR
$28B
$14.1K 0.01%
176
ALC icon
236
Alcon
ALC
$31.3B
$13.6K 0.01%
181
LYB icon
237
LyondellBasell Industries
LYB
$21.7B
$12.7K 0.01%
158
VOE icon
238
Vanguard Mid-Cap Value ETF
VOE
$22.6B
$12.7K 0.01%
69
IWP icon
239
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$12.7K 0.01%
99
BIBL icon
240
Inspire 100 ETF
BIBL
$473M
$12.6K 0.01%
+267
TPLC icon
241
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$312M
$12.4K 0.01%
+267
ISRG icon
242
Intuitive Surgical
ISRG
$144B
$11.5K 0.01%
25
TPIF icon
243
Timothy Plan International ETF
TPIF
$244M
$11.4K 0.01%
+315
WWJD icon
244
Inspire International ETF
WWJD
$510M
$11.3K 0.01%
+303
VSNT
245
Versant Media Group
VSNT
$5.69B
$11.1K 0.01%
+301
NCV
246
Virtus Convertible & Income Fund
NCV
$396M
$10.5K 0.01%
707
WTRG icon
247
Essential Utilities
WTRG
$10.5B
$10.1K ﹤0.01%
250
ISMD icon
248
Inspire Small/Mid Cap Impact ETF
ISMD
$316M
$9.83K ﹤0.01%
+246
SNY icon
249
Sanofi
SNY
$101B
$9.64K ﹤0.01%
200
ALLE icon
250
Allegion
ALLE
$11.2B
$9.59K ﹤0.01%
66