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
$221M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$188K
3
+$133K
4
GEV icon
GE Vernova
GEV
+$99.2K
5
NVO icon
Novo Nordisk
NVO
+$67.7K

Top Sells

1
+$2.46M
2
+$2.06M
3
+$1.2M
4
MA icon
Mastercard
MA
+$702K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$596K

Sector Composition

1 Technology 20.6%
2 Financials 15.7%
3 Healthcare 15.54%
4 Consumer Discretionary 7.86%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$312 ﹤0.01%
16
252
$225 ﹤0.01%
500
253
$189 ﹤0.01%
100
254
$85 ﹤0.01%
10
255
$19 ﹤0.01%
1
7 8 9 10
11