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
$198M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$817K
3
+$690K
4
AAPL icon
Apple
AAPL
+$650K
5
AVGO icon
Broadcom
AVGO
+$581K

Top Sells

1
+$388K
2
+$166K
3
+$156K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$132K
5
MSFT icon
Microsoft
MSFT
+$128K

Sector Composition

1 Financials 24.78%
2 Healthcare 12.19%
3 Technology 12.03%
4 Industrials 11.25%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
75
-100
352
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35
353
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25
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41
355
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100
356
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41
357
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30
358
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$0 ﹤0.01%
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+3,000
374
$0 ﹤0.01%
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375
– –
-58
12 13 14
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