PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$500K
3
+$272K
4
ONTO icon
Onto Innovation
ONTO
+$109K
5
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$75.3K

Top Sells

1
+$1.08M
2
+$979K
3
+$551K
4
MSFT icon
Microsoft
MSFT
+$518K
5
MA icon
Mastercard
MA
+$292K

Sector Composition

1 Technology 18.38%
2 Financials 16.81%
3 Healthcare 14.06%
4 Consumer Discretionary 8.48%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$915 ﹤0.01%
500
252
$695 ﹤0.01%
8
253
$580 ﹤0.01%
500
254
$156 ﹤0.01%
8
255
$140 ﹤0.01%
100
256
$83 ﹤0.01%
10
257
$28 ﹤0.01%
1
258
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-200
259
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-100
260
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-38
261
– –
-205
262
– –
-37
7 8 9 10
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