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
$202M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$160K
3
+$118K
4
ASML icon
ASML
ASML
+$82.5K
5
PANW icon
Palo Alto Networks
PANW
+$65K

Top Sells

1
+$1.43M
2
+$1.16M
3
+$758K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$649K
5
MSFT icon
Microsoft
MSFT
+$645K

Sector Composition

1 Technology 21.1%
2 Financials 17.58%
3 Healthcare 12.46%
4 Consumer Discretionary 8.5%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.94%
8,026
-1,079
27
$1.86M 0.92%
7,852
-2,591
28
$1.81M 0.9%
26,092
-600
29
$1.8M 0.89%
22,778
+122
30
$1.77M 0.87%
4,822
-1,104
31
$1.76M 0.87%
2,391
-641
32
$1.71M 0.84%
39,467
-3,011
33
$1.71M 0.84%
12,546
-592
34
$1.67M 0.83%
5,935
-1,162
35
$1.66M 0.82%
18,102
-1,149
36
$1.49M 0.74%
7,981
-6
37
$1.47M 0.73%
9,237
-2,731
38
$1.46M 0.72%
20,651
39
$1.36M 0.67%
33,374
-7,200
40
$1.35M 0.67%
29,771
-782
41
$1.35M 0.67%
363
42
$1.31M 0.65%
6,233
-2,361
43
$1.28M 0.63%
1,222
-300
44
$1.25M 0.62%
2,468
-653
45
$1.24M 0.61%
8,787
-1,528
46
$1.2M 0.59%
4,084
-15
47
$1.2M 0.59%
9,062
-1,205
48
$1.2M 0.59%
4,276
+173
49
$1.14M 0.56%
4,079
-771
50
$1.11M 0.55%
12,505
-1,406
1
2
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