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
PEP icon
51
PepsiCo
PEP
$222B
$1.16M 0.54%
8,091
-875
DE icon
52
Deere & Co
DE
$161B
$1.16M 0.54%
2,489
-50
VOO icon
53
Vanguard S&P 500 ETF
VOO
$848B
$1.12M 0.52%
1,792
-5
WMT icon
54
Walmart Inc
WMT
$972B
$1.11M 0.52%
9,990
-273
DUK icon
55
Duke Energy
DUK
$102B
$1.09M 0.51%
9,265
-46
BMY icon
56
Bristol-Myers Squibb
BMY
$123B
$1.02M 0.48%
18,952
-920
VNQ icon
57
Vanguard Real Estate ETF
VNQ
$36.2B
$1.02M 0.48%
11,510
-878
VXUS icon
58
Vanguard Total International Stock ETF
VXUS
$131B
$998K 0.47%
13,223
FNB icon
59
FNB Corp
FNB
$6.02B
$990K 0.46%
57,937
WFC icon
60
Wells Fargo
WFC
$252B
$990K 0.46%
10,618
-651
VWO icon
61
Vanguard FTSE Emerging Markets ETF
VWO
$109B
$965K 0.45%
17,945
+286
D icon
62
Dominion Energy
D
$54.7B
$954K 0.44%
16,279
-1,651
AMAT icon
63
Applied Materials
AMAT
$276B
$945K 0.44%
3,677
-297
PFE icon
64
Pfizer
PFE
$150B
$932K 0.43%
37,445
-2,750
XLC icon
65
State Street Communication Services Select Sector SPDR ETF
XLC
$27.2B
$916K 0.43%
7,779
IVV icon
66
iShares Core S&P 500 ETF
IVV
$744B
$906K 0.42%
1,323
-91
LMT icon
67
Lockheed Martin
LMT
$150B
$850K 0.4%
1,757
-108
XLB icon
68
State Street Materials Select Sector SPDR ETF
XLB
$7.08B
$800K 0.37%
17,638
-938
MDLZ icon
69
Mondelez International
MDLZ
$74.7B
$790K 0.37%
14,684
-600
PPL icon
70
PPL Corp
PPL
$28.4B
$757K 0.35%
21,609
+81
PM icon
71
Philip Morris
PM
$268B
$736K 0.34%
4,589
ADBE icon
72
Adobe
ADBE
$116B
$721K 0.34%
2,059
-719
UNP icon
73
Union Pacific
UNP
$156B
$707K 0.33%
3,056
NSC icon
74
Norfolk Southern
NSC
$70.4B
$697K 0.33%
2,415
-283
NVDA icon
75
NVIDIA
NVDA
$4.45T
$648K 0.3%
3,475
-1,282
1 2
3
4 5