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
$214M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$314K
3
+$141K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$133K
5
BAC icon
Bank of America
BAC
+$129K

Top Sells

1
+$225K
2
+$223K
3
+$190K
4
MSFT icon
Microsoft
MSFT
+$144K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$139K

Sector Composition

1 Financials 19.22%
2 Healthcare 14.78%
3 Technology 14.49%
4 Consumer Staples 10.66%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-200
277
– –
-266
278
– –
-15
279
– –
-130
280
– –
-751
281
– –
-400
8 9 10 11
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