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
-$389K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$273K
2
+$188K
3
+$131K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$100K
5
DVY icon
iShares Select Dividend ETF
DVY
+$49.9K

Top Sells

1
+$1.89M
2
+$872K
3
+$798K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$677K
5
PFIS icon
Peoples Financial Services
PFIS
+$626K

Sector Composition

1 Technology 20.79%
2 Financials 16.08%
3 Healthcare 14.32%
4 Consumer Discretionary 8.07%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$81 ﹤0.01%
10
252
$22 ﹤0.01%
1
253
– –
-125
254
– –
-1,272
255
– –
-150
256
– –
-2,000
7 8 9 10
11