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
$257M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$453K
3
+$207K
4
LLY icon
Eli Lilly
LLY
+$188K
5
VB icon
Vanguard Small-Cap ETF
VB
+$136K

Top Sells

1
+$522K
2
+$492K
3
+$435K
4
USB icon
US Bancorp
USB
+$390K
5
BAX icon
Baxter International
BAX
+$360K

Sector Composition

1 Financials 23.68%
2 Technology 16.62%
3 Healthcare 12.19%
4 Consumer Staples 9.06%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K ﹤0.01%
50
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$11K ﹤0.01%
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$10K ﹤0.01%
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$9K ﹤0.01%
2,000
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$9K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
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$8K ﹤0.01%
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50
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$6K ﹤0.01%
400
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$6K ﹤0.01%
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$5K ﹤0.01%
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+100
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$5K ﹤0.01%
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249
$5K ﹤0.01%
36
250
$5K ﹤0.01%
135
8 9
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