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
$239M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$191K
3
+$185K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$177K
5
PFIS icon
Peoples Financial Services
PFIS
+$137K

Top Sells

1
+$1.78M
2
+$402K
3
+$338K
4
MA icon
Mastercard
MA
+$250K
5
AAPL icon
Apple
AAPL
+$246K

Sector Composition

1 Financials 24.94%
2 Technology 15.08%
3 Healthcare 11.84%
4 Industrials 9.94%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K ﹤0.01%
50
252
$7K ﹤0.01%
500
253
$7K ﹤0.01%
106
254
$7K ﹤0.01%
25
255
$7K ﹤0.01%
457
256
$7K ﹤0.01%
258
257
$6K ﹤0.01%
50
258
$6K ﹤0.01%
36
259
$6K ﹤0.01%
400
-2,000
260
$6K ﹤0.01%
50
-25
261
$6K ﹤0.01%
46
262
$5K ﹤0.01%
91
263
$5K ﹤0.01%
135
264
$5K ﹤0.01%
212
265
$5K ﹤0.01%
+115
266
$5K ﹤0.01%
80
267
$5K ﹤0.01%
500
268
$5K ﹤0.01%
500
269
$5K ﹤0.01%
100
270
$4K ﹤0.01%
6
271
$4K ﹤0.01%
20
272
$4K ﹤0.01%
48
-9
273
$4K ﹤0.01%
111
274
$3K ﹤0.01%
10
275
$3K ﹤0.01%
69
8 9 10
11
12