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
$175M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$179K
3
+$133K
4
DIS icon
Walt Disney
DIS
+$90.3K
5
AVGO icon
Broadcom
AVGO
+$88.1K

Top Sells

1
+$613K
2
+$238K
3
+$200K
4
JNJ icon
Johnson & Johnson
JNJ
+$169K
5
BMY icon
Bristol-Myers Squibb
BMY
+$151K

Sector Composition

1 Financials 26.31%
2 Technology 11.73%
3 Healthcare 11.07%
4 Consumer Staples 10.86%
5 Industrials 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
+200
327
$3K ﹤0.01%
103
328
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329
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75
330
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59
331
$2K ﹤0.01%
50
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12
333
$2K ﹤0.01%
300
334
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78
336
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62
337
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+40
338
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$1K ﹤0.01%
100
-194
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$1K ﹤0.01%
13
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100
347
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50
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50
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19
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$1K ﹤0.01%
35
11 12 13
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