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
$239M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$191K
3
+$185K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$177K
5
PFIS icon
Peoples Financial Services
PFIS
+$137K

Top Sells

1
+$1.78M
2
+$402K
3
+$338K
4
MA icon
Mastercard
MA
+$250K
5
AAPL icon
Apple
AAPL
+$246K

Sector Composition

1 Financials 24.94%
2 Technology 15.08%
3 Healthcare 11.84%
4 Industrials 9.94%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
50
277
$2K ﹤0.01%
+8
278
$2K ﹤0.01%
+200
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+25
280
$1K ﹤0.01%
100
281
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30
283
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100
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$1K ﹤0.01%
240
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300
$0 ﹤0.01%
+10
8 9 10 11
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