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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$312K
3
+$278K
4
OTIS icon
Otis Worldwide
OTIS
+$270K
5
ABBV icon
AbbVie
ABBV
+$267K

Top Sells

1
+$955K
2
+$639K
3
+$535K
4
MSFT icon
Microsoft
MSFT
+$337K
5
MA icon
Mastercard
MA
+$284K

Sector Composition

1 Financials 25.18%
2 Technology 15.14%
3 Healthcare 12.51%
4 Consumer Staples 10.69%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-308
327
– –
-1,500
328
$0 ﹤0.01%
10
329
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-74
330
– –
-321
331
$0 ﹤0.01%
4
332
$0 ﹤0.01%
75
333
– –
-42
334
– –
-7,080
335
– –
-30
336
$0 ﹤0.01%
8
337
– –
-2,395
338
– –
-100
10 11 12 13
14