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
$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
351
$1K ﹤0.01%
19
352
$0 ﹤0.01%
46
353
$0 ﹤0.01%
8
354
– –
-300
355
$0 ﹤0.01%
2
356
$0 ﹤0.01%
12
357
$0 ﹤0.01%
16
-16
358
– –
-12
359
– –
-5
360
$0 ﹤0.01%
100
361
$0 ﹤0.01%
30
362
– –
-1,200
363
– –
0
364
– –
-187
365
$0 ﹤0.01%
8
11 12 13 14
15