PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$500K
3
+$272K
4
ONTO icon
Onto Innovation
ONTO
+$109K
5
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$75.3K

Top Sells

1
+$1.08M
2
+$979K
3
+$551K
4
MSFT icon
Microsoft
MSFT
+$518K
5
MA icon
Mastercard
MA
+$292K

Sector Composition

1 Technology 18.38%
2 Financials 16.81%
3 Healthcare 14.06%
4 Consumer Discretionary 8.48%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.43K ﹤0.01%
124
-25
227
$9.4K ﹤0.01%
200
228
$9.14K ﹤0.01%
707
229
$9.05K ﹤0.01%
80
230
$8.61K ﹤0.01%
66
231
$8.33K ﹤0.01%
160
232
$7.47K ﹤0.01%
375
233
$7.28K ﹤0.01%
120
234
$6.08K ﹤0.01%
146
235
$5.9K ﹤0.01%
16
236
$5.58K ﹤0.01%
500
237
$5.38K ﹤0.01%
618
-186
238
$5.14K ﹤0.01%
70
-7
239
$5.01K ﹤0.01%
500
240
$4.13K ﹤0.01%
40
241
$2.62K ﹤0.01%
62
242
$2.53K ﹤0.01%
26
243
$2.2K ﹤0.01%
50
244
$1.99K ﹤0.01%
11
245
$1.77K ﹤0.01%
131
246
$1.65K ﹤0.01%
200
247
$1.09K ﹤0.01%
217
248
$1.03K ﹤0.01%
33
249
$1.03K ﹤0.01%
100
250
$968 ﹤0.01%
40
7 8 9
10
11