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
$175M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$179K
3
+$133K
4
DIS icon
Walt Disney
DIS
+$90.3K
5
AVGO icon
Broadcom
AVGO
+$88.1K

Top Sells

1
+$613K
2
+$238K
3
+$200K
4
JNJ icon
Johnson & Johnson
JNJ
+$169K
5
BMY icon
Bristol-Myers Squibb
BMY
+$151K

Sector Composition

1 Financials 26.31%
2 Technology 11.73%
3 Healthcare 11.07%
4 Consumer Staples 10.86%
5 Industrials 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K 0.01%
180
227
$11K 0.01%
231
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$11K 0.01%
227
-380
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234
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500
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219
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100
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50
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117
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$9K 0.01%
337
238
$9K 0.01%
600
239
$9K 0.01%
+167
240
$8K ﹤0.01%
146
241
$8K ﹤0.01%
226
242
$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
90
245
$8K ﹤0.01%
38
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$8K ﹤0.01%
100
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$7K ﹤0.01%
85
248
$7K ﹤0.01%
200
249
$7K ﹤0.01%
76
250
$7K ﹤0.01%
46
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10
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