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
$168M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.44M
3
+$555K
4
BMY icon
Bristol-Myers Squibb
BMY
+$433K
5
RTX icon
RTX Corp
RTX
+$422K

Top Sells

1
+$5.5M
2
+$1.66M
3
+$1.49M
4
LLTC
Linear Technology Corp
LLTC
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$597K

Sector Composition

1 Financials 24.4%
2 Consumer Staples 11.83%
3 Healthcare 11.44%
4 Industrials 11.13%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
188
327
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28
-271
328
$2K ﹤0.01%
62
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$2K ﹤0.01%
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330
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100
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331
$1K ﹤0.01%
78
332
$1K ﹤0.01%
100
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30
334
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25
335
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19
336
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+32
337
$1K ﹤0.01%
12
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$1K ﹤0.01%
36
+2
339
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+17
340
$1K ﹤0.01%
100
341
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41
342
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+34
343
– –
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345
– –
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$0 ﹤0.01%
46
347
$0 ﹤0.01%
8
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348
– –
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349
$0 ﹤0.01%
12
350
– –
-28,775
11 12 13
14
15