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
$208M
AUM Growth
-$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$493K
3
+$298K
4
ONTO icon
Onto Innovation
ONTO
+$152K
5
ORCL icon
Oracle
ORCL
+$81.4K

Top Sells

1
+$1.24M
2
+$1.02M
3
+$697K
4
MSFT icon
Microsoft
MSFT
+$563K
5
MA icon
Mastercard
MA
+$290K

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
– –
-200
259
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-100
260
– –
-38
261
– –
-205
262
– –
-37
7 8 9 10
11