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
$175M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$179K
3
+$133K
4
DIS icon
Walt Disney
DIS
+$90.3K
5
AVGO icon
Broadcom
AVGO
+$88.1K

Top Sells

1
+$613K
2
+$238K
3
+$200K
4
JNJ icon
Johnson & Johnson
JNJ
+$169K
5
BMY icon
Bristol-Myers Squibb
BMY
+$151K

Sector Composition

1 Financials 26.31%
2 Technology 11.73%
3 Healthcare 11.07%
4 Consumer Staples 10.86%
5 Industrials 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K ﹤0.01%
120
252
$7K ﹤0.01%
43
253
$7K ﹤0.01%
120
254
$7K ﹤0.01%
39
255
$7K ﹤0.01%
47
256
$7K ﹤0.01%
300
257
$7K ﹤0.01%
37
258
$7K ﹤0.01%
118
259
$7K ﹤0.01%
80
260
$7K ﹤0.01%
80
261
$6K ﹤0.01%
300
-101
262
$6K ﹤0.01%
100
263
$6K ﹤0.01%
139
264
$6K ﹤0.01%
50
265
$6K ﹤0.01%
149
266
$6K ﹤0.01%
104
267
$6K ﹤0.01%
1,400
268
$6K ﹤0.01%
319
269
$6K ﹤0.01%
111
270
$6K ﹤0.01%
327
271
$6K ﹤0.01%
50
272
$6K ﹤0.01%
173
273
$5K ﹤0.01%
141
274
$5K ﹤0.01%
15
+3
275
$5K ﹤0.01%
268
9 10
11
12 13