PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$211M
1-Year Est. Return
25.07%
This Fund
S&P 500
1 Year Est. Return
+25.07%
AUM
$211M
AUM Growth
-$3.26M
(-1.5%)
Holding
278
Top Buys
| 1 | +$1.66M | |
| 2 | +$392K | |
| 3 | +$206K | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$107K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$102K |
Top Sells
| 1 | +$765K | |
| 2 | +$525K | |
| 3 | +$213K | |
| 4 |
Exxon Mobil
XOM
|
+$201K |
| 5 |
American Express
AXP
|
+$129K |
Sector Composition
| 1 | Technology | 19.56% |
| 2 | Healthcare | 13.82% |
| 3 | Financials | 13.53% |
| 4 | Industrials | 8.45% |
| 5 | Consumer Discretionary | 7.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Apollo Global Management
APO
$71.7B
| – | – |
-585
|
|
||
277
AstraZeneca
AZN
$273B
| – | – |
-62
|
|
||
278
Garrett Motion
GTX
$6.05B
| – | – |
-10
|
|