PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $214M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$492K
3
+$340K
4
WMT icon
Walmart Inc
WMT
+$287K
5
LMT icon
Lockheed Martin
LMT
+$274K

Top Sells

1
+$552K
2
+$265K
3
+$229K
4
FAST icon
Fastenal
FAST
+$184K
5
NEE icon
NextEra Energy
NEE
+$168K

Sector Composition

1 Financials 25.15%
2 Technology 14.95%
3 Healthcare 11.78%
4 Industrials 10.25%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K ﹤0.01%
+250
227
$9K ﹤0.01%
268
228
$9K ﹤0.01%
146
229
$9K ﹤0.01%
100
230
$9K ﹤0.01%
+40
231
$9K ﹤0.01%
75
232
$9K ﹤0.01%
80
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$9K ﹤0.01%
2,000
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$9K ﹤0.01%
50
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25
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$7K ﹤0.01%
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241
$7K ﹤0.01%
50
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$7K ﹤0.01%
150
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$7K ﹤0.01%
607
244
$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
100
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$7K ﹤0.01%
+400
248
$7K ﹤0.01%
25
249
$7K ﹤0.01%
120
250
$6K ﹤0.01%
167
8 9
10
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