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
$231M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$171K
2
+$34.9K
3
+$30K
4
AVGO icon
Broadcom
AVGO
+$29.4K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$28.1K

Top Sells

1
+$674K
2
+$388K
3
+$238K
4
OTIS icon
Otis Worldwide
OTIS
+$229K
5
ZBH icon
Zimmer Biomet
ZBH
+$218K

Sector Composition

1 Technology 19.45%
2 Financials 18.09%
3 Healthcare 13.66%
4 Consumer Staples 8.65%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.18K ﹤0.01%
200
227
$6.74K ﹤0.01%
100
228
$6.74K ﹤0.01%
120
229
$6.57K ﹤0.01%
+500
230
$6.55K ﹤0.01%
1,000
-1,000
231
$5.86K ﹤0.01%
50
232
$5.2K ﹤0.01%
50
233
$4.56K ﹤0.01%
36
234
$4.47K ﹤0.01%
50
-2,750
235
$4.13K ﹤0.01%
131
236
$3.11K ﹤0.01%
200
237
$3.02K ﹤0.01%
62
238
$2.75K ﹤0.01%
500
239
$2.17K ﹤0.01%
50
240
$1.75K ﹤0.01%
100
241
$1.68K ﹤0.01%
40
242
$1.56K ﹤0.01%
200
243
$1.23K ﹤0.01%
205
244
$873 ﹤0.01%
240
245
$823 ﹤0.01%
100
-190
246
$695 ﹤0.01%
500
247
$542 ﹤0.01%
8
248
$395 ﹤0.01%
65
249
$323 ﹤0.01%
8
250
$300 ﹤0.01%
16
7 8 9
10
11