PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $211M
1-Year Est. Return 25.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.43M
3
+$797K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$379K
5
NVDA icon
NVIDIA
NVDA
+$372K

Top Sells

1
+$928K
2
+$836K
3
+$488K
4
MSFT icon
Microsoft
MSFT
+$230K
5
GS icon
Goldman Sachs
GS
+$127K

Sector Composition

1 Technology 21.51%
2 Financials 16.19%
3 Healthcare 12.1%
4 Consumer Discretionary 8.3%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.77K ﹤0.01%
26
252
$2.58K ﹤0.01%
50
253
$2.2K ﹤0.01%
11
254
$1.64K ﹤0.01%
200
255
$1.52K ﹤0.01%
96
256
$1.17K ﹤0.01%
217
257
$990 ﹤0.01%
33
258
$897 ﹤0.01%
100
259
$299 ﹤0.01%
8
260
$136 ﹤0.01%
10
261
$28 ﹤0.01%
1
262
– –
-375
263
– –
-40
264
– –
-500
265
– –
-100
266
– –
-500
267
– –
-500
268
– –
-1,333
269
– –
-14,106
7 8 9 10
11