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
$231M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$171K
2
+$34.9K
3
+$30K
4
AVGO icon
Broadcom
AVGO
+$29.4K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$28.1K

Top Sells

1
+$674K
2
+$388K
3
+$238K
4
OTIS icon
Otis Worldwide
OTIS
+$229K
5
ZBH icon
Zimmer Biomet
ZBH
+$218K

Sector Composition

1 Technology 19.45%
2 Financials 18.09%
3 Healthcare 13.66%
4 Consumer Staples 8.65%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$163 ﹤0.01%
100
252
$96 ﹤0.01%
10
253
$17 ﹤0.01%
1
254
– –
-6,100
255
– –
-5,800
256
– –
-50
257
– –
-203
258
– –
-1,940
259
– –
-100
260
– –
-100
7 8 9 10
11