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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$312K
3
+$278K
4
OTIS icon
Otis Worldwide
OTIS
+$270K
5
ABBV icon
AbbVie
ABBV
+$267K

Top Sells

1
+$955K
2
+$639K
3
+$535K
4
MSFT icon
Microsoft
MSFT
+$337K
5
MA icon
Mastercard
MA
+$284K

Sector Composition

1 Financials 25.18%
2 Technology 15.14%
3 Healthcare 12.51%
4 Consumer Staples 10.69%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
112
227
$7K ﹤0.01%
47
228
$7K ﹤0.01%
136
229
$7K ﹤0.01%
200
230
$7K ﹤0.01%
200
231
$7K ﹤0.01%
120
232
$7K ﹤0.01%
50
233
$7K ﹤0.01%
50
234
$7K ﹤0.01%
199
235
$6K ﹤0.01%
+25
236
$6K ﹤0.01%
400
237
$6K ﹤0.01%
100
238
$6K ﹤0.01%
120
239
$6K ﹤0.01%
+25
240
$6K ﹤0.01%
120
241
$6K ﹤0.01%
106
242
$6K ﹤0.01%
38
243
$6K ﹤0.01%
100
244
$6K ﹤0.01%
85
245
$5K ﹤0.01%
100
246
$5K ﹤0.01%
2,000
-12,600
247
$5K ﹤0.01%
46
248
$5K ﹤0.01%
258
249
$5K ﹤0.01%
212
250
$5K ﹤0.01%
81
-38
8 9
10
11 12