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
$221M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.43M
3
+$797K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$379K
5
NVDA icon
NVIDIA
NVDA
+$372K

Top Sells

1
+$928K
2
+$836K
3
+$488K
4
MSFT icon
Microsoft
MSFT
+$230K
5
GS icon
Goldman Sachs
GS
+$127K

Sector Composition

1 Technology 21.51%
2 Financials 16.19%
3 Healthcare 12.1%
4 Consumer Discretionary 8.3%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.3K 0.01%
619
227
$14.1K 0.01%
99
228
$13.5K 0.01%
181
229
$12.2K 0.01%
200
230
$12K 0.01%
69
231
$11.7K 0.01%
66
232
$11.2K 0.01%
25
233
$10.6K ﹤0.01%
707
234
$10.5K ﹤0.01%
268
235
$9.97K ﹤0.01%
250
236
$9.44K ﹤0.01%
200
237
$9.14K ﹤0.01%
86
238
$8.56K ﹤0.01%
120
239
$7.88K ﹤0.01%
80
240
$7.82K ﹤0.01%
124
241
$7.75K ﹤0.01%
158
242
$7.18K ﹤0.01%
+10
243
$6.87K ﹤0.01%
160
244
$6.4K ﹤0.01%
146
245
$6.35K ﹤0.01%
87
-12
246
$6.11K ﹤0.01%
618
247
$5.98K ﹤0.01%
500
248
$4.76K ﹤0.01%
62
249
$4.4K ﹤0.01%
16
250
$3.66K ﹤0.01%
40
7 8 9
10
11