PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
+5.65%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$239M
AUM Growth
+$8.74M
(+3.8%)
Cap. Flow
-$2.8M
Cap. Flow
% of AUM
-1.17%
Top 10 Holdings %
Top 10 Hldgs %
34.98%
Holding
300
New
11
Increased
39
Reduced
82
Closed
6
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
+$346K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$190K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$190K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$178K |
| 5 |
Meta Platforms (Facebook)
META
|
+$141K |
Top Sells
| 1 |
NBT Bancorp
NBTB
|
+$1.66M |
| 2 |
Microsoft
MSFT
|
+$429K |
| 3 |
Fastenal
FAST
|
+$338K |
| 4 |
Apple
AAPL
|
+$261K |
| 5 |
Mastercard
MA
|
+$245K |
Sector Composition
| 1 | Financials | 24.94% |
| 2 | Technology | 15.08% |
| 3 | Healthcare | 11.84% |
| 4 | Industrials | 9.94% |
| 5 | Consumer Staples | 8.98% |
