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
$230M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$492K
3
+$340K
4
WMT icon
Walmart Inc
WMT
+$287K
5
LMT icon
Lockheed Martin
LMT
+$274K

Top Sells

1
+$552K
2
+$265K
3
+$229K
4
FAST icon
Fastenal
FAST
+$184K
5
NEE icon
NextEra Energy
NEE
+$168K

Sector Composition

1 Financials 25.15%
2 Technology 14.95%
3 Healthcare 11.78%
4 Industrials 10.25%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-8
302
– –
-80
303
– –
-76
304
$0 ﹤0.01%
4
305
– –
-72
306
– –
-188
307
– –
-140
308
– –
-2,000
9 10 11 12
13