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
$214M
AUM Growth
-$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$36.2K
3
+$15.5K
4
UPS icon
United Parcel Service
UPS
+$9.35K
5
PPL icon
PPL Corp
PPL
+$2.92K

Top Sells

1
+$4.66M
2
+$885K
3
+$543K
4
MSFT icon
Microsoft
MSFT
+$449K
5
DD icon
DuPont de Nemours
DD
+$368K

Sector Composition

1 Technology 21.12%
2 Financials 14.46%
3 Healthcare 14.36%
4 Consumer Discretionary 8.14%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
26
Merck
MRK
$284B
$2.36M 1.1%
22,378
-400
GS icon
27
Goldman Sachs
GS
$253B
$2.31M 1.08%
2,625
-143
VB icon
28
Vanguard Small-Cap ETF
VB
$72.3B
$2.25M 1.05%
8,724
-547
ADI icon
29
Analog Devices
ADI
$163B
$2.16M 1.01%
7,973
-46
VEA icon
30
Vanguard FTSE Developed Markets ETF
VEA
$205B
$1.92M 0.89%
30,710
NEE icon
31
NextEra Energy
NEE
$188B
$1.78M 0.83%
22,140
-2,400
HD icon
32
Home Depot
HD
$360B
$1.69M 0.79%
4,916
-214
PNC icon
33
PNC Financial Services
PNC
$85.5B
$1.6M 0.75%
7,671
-50
SO icon
34
Southern Company
SO
$108B
$1.57M 0.73%
17,996
-106
VZ icon
35
Verizon
VZ
$216B
$1.51M 0.71%
37,165
-2,114
META icon
36
Meta Platforms (Facebook)
META
$1.67T
$1.49M 0.7%
2,258
-189
ABT icon
37
Abbott
ABT
$193B
$1.49M 0.69%
11,862
-505
AMGN icon
38
Amgen
AMGN
$197B
$1.45M 0.68%
4,438
APD icon
39
Air Products & Chemicals
APD
$61.5B
$1.44M 0.67%
5,826
-97
QCOM icon
40
Qualcomm
QCOM
$147B
$1.42M 0.66%
8,301
-887
KO icon
41
Coca-Cola
KO
$332B
$1.41M 0.66%
20,196
-301
ENB icon
42
Enbridge
ENB
$118B
$1.41M 0.66%
29,419
XLU icon
43
State Street Utilities Select Sector SPDR ETF
XLU
$23.7B
$1.39M 0.65%
32,640
-2,326
BA icon
44
Boeing
BA
$173B
$1.39M 0.65%
6,403
-12
MS icon
45
Morgan Stanley
MS
$260B
$1.39M 0.65%
7,825
-640
RTX icon
46
RTX Corp
RTX
$272B
$1.24M 0.58%
6,774
CAT icon
47
Caterpillar
CAT
$331B
$1.24M 0.58%
2,157
-100
BLK icon
48
Blackrock
BLK
$160B
$1.23M 0.58%
1,153
-60
AZO icon
49
AutoZone
AZO
$61.3B
$1.23M 0.57%
363
IBM icon
50
IBM
IBM
$240B
$1.2M 0.56%
4,043
-16
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