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
$221M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.43M
3
+$797K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$379K
5
NVDA icon
NVIDIA
NVDA
+$372K

Top Sells

1
+$928K
2
+$836K
3
+$488K
4
MSFT icon
Microsoft
MSFT
+$230K
5
GS icon
Goldman Sachs
GS
+$127K

Sector Composition

1 Technology 21.51%
2 Financials 16.19%
3 Healthcare 12.1%
4 Consumer Discretionary 8.3%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.06%
9,271
+1,419
27
$2.2M 1%
2,768
-171
28
$2.08M 0.94%
5,130
+308
29
$1.97M 0.89%
8,019
-7
30
$1.91M 0.86%
22,778
31
$1.85M 0.84%
24,540
-1,552
32
$1.84M 0.83%
30,710
+30,510
33
$1.8M 0.81%
2,447
+56
34
$1.73M 0.78%
39,279
-188
35
$1.72M 0.77%
18,102
36
$1.66M 0.75%
12,367
-179
37
$1.62M 0.73%
5,923
-12
38
$1.56M 0.7%
363
39
$1.55M 0.7%
7,721
-260
40
$1.53M 0.69%
9,188
-49
41
$1.52M 0.69%
34,966
+1,592
42
$1.48M 0.67%
29,419
-352
43
$1.41M 0.64%
1,213
-9
44
$1.38M 0.63%
6,415
+182
45
$1.36M 0.61%
20,497
-154
46
$1.35M 0.61%
8,465
-322
47
$1.26M 0.57%
8,966
-96
48
$1.25M 0.57%
4,438
+359
49
$1.16M 0.52%
2,539
+71
50
$1.15M 0.52%
9,311
-1
1
2
3 4 5