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
$159M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$222K
3
+$217K
4
BMY icon
Bristol-Myers Squibb
BMY
+$189K
5
DIS icon
Walt Disney
DIS
+$188K

Top Sells

1
+$228K
2
+$182K
3
+$123K
4
ORCL icon
Oracle
ORCL
+$109K
5
IBM icon
IBM
IBM
+$99K

Sector Composition

1 Financials 23.52%
2 Consumer Staples 13.03%
3 Industrials 11.65%
4 Healthcare 11.05%
5 Technology 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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$0 ﹤0.01%
30
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$0 ﹤0.01%
12
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304
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307
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-8
308
– –
-435
309
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-175
310
$0 ﹤0.01%
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311
$0 ﹤0.01%
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312
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-200
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-50
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– –
-200
315
$0 ﹤0.01%
15
9 10 11 12
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