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
$211M
AUM Growth
-$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$392K
3
+$206K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$107K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$102K

Top Sells

1
+$765K
2
+$525K
3
+$213K
4
XOM icon
Exxon Mobil
XOM
+$201K
5
AXP icon
American Express
AXP
+$129K

Sector Composition

1 Technology 19.56%
2 Healthcare 13.82%
3 Financials 13.53%
4 Industrials 8.45%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMN icon
251
Eastman Chemical
EMN
$8.77B
$9.46K ﹤0.01%
124
EXE
252
Expand Energy Corp
EXE
$21.9B
$9.44K ﹤0.01%
86
VEU icon
253
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$9.01K ﹤0.01%
120
VTRS icon
254
Viatris
VTRS
$18.3B
$8.02K ﹤0.01%
594
-24
YUMC icon
255
Yum China
YUMC
$15.2B
$7.8K ﹤0.01%
160
ZBH icon
256
Zimmer Biomet
ZBH
$16.2B
$7.23K ﹤0.01%
80
SLV icon
257
iShares Silver Trust
SLV
$35.4B
$6.81K ﹤0.01%
+100
FDBC icon
258
Fidelity D&D Bancorp
FDBC
$272M
$6.32K ﹤0.01%
146
IEFA icon
259
iShares Core MSCI EAFE ETF
IEFA
$185B
$6.25K ﹤0.01%
+69
F icon
260
Ford
F
$62.6B
$5.77K ﹤0.01%
500
SOLV icon
261
Solventum
SOLV
$13.2B
$5.68K ﹤0.01%
87
AXON icon
262
Axon Enterprise
AXON
$38.8B
$4.25K ﹤0.01%
10
CHTR icon
263
Charter Communications
CHTR
$17.3B
$3.45K ﹤0.01%
16
OTIS icon
264
Otis Worldwide
OTIS
$26.8B
$3.08K ﹤0.01%
40
EPP icon
265
iShares MSCI Pacific ex Japan ETF
EPP
$2.11B
$2.66K ﹤0.01%
50
VLTO icon
266
Veralto
VLTO
$20.2B
$2.3K ﹤0.01%
26
CC icon
267
Chemours
CC
$3.4B
$2.11K ﹤0.01%
96
WAB icon
268
Wabtec
WAB
$44.9B
$2K ﹤0.01%
8
-3
JRS icon
269
Nuveen Real Estate Income Fund
JRS
$235M
$1.49K ﹤0.01%
200
WMB icon
270
Williams Companies
WMB
$87.2B
$1.46K ﹤0.01%
+20
HLN icon
271
Haleon
HLN
$38.6B
$1K ﹤0.01%
100
MNKD icon
272
MannKind Corp
MNKD
$1.06B
$531 ﹤0.01%
217
KD icon
273
Kyndryl
KD
$2.7B
$432 ﹤0.01%
33
MJ icon
274
Amplify Alternative Harvest ETF
MJ
$127M
$184 ﹤0.01%
8
KMI icon
275
Kinder Morgan
KMI
$69.8B
$33 ﹤0.01%
1
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11
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