PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$500K
3
+$272K
4
ONTO icon
Onto Innovation
ONTO
+$109K
5
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$75.3K

Top Sells

1
+$1.08M
2
+$979K
3
+$551K
4
MSFT icon
Microsoft
MSFT
+$518K
5
MA icon
Mastercard
MA
+$292K

Sector Composition

1 Technology 18.38%
2 Financials 16.81%
3 Healthcare 14.06%
4 Consumer Discretionary 8.48%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.62%
7,434
-385
52
$1.26M 0.61%
13,911
53
$1.23M 0.59%
20,151
-75
54
$1.2M 0.58%
10,315
-500
55
$1.14M 0.55%
9,319
-16
56
$1.13M 0.54%
16,584
57
$1.09M 0.52%
19,482
-100
58
$1.08M 0.52%
42,632
-1,100
59
$1.06M 0.51%
4,103
+112
60
$1.03M 0.49%
1,086
61
$1.02M 0.49%
4,099
-120
62
$1.01M 0.49%
2,272
63
$959K 0.46%
10,267
64
$923K 0.44%
2,800
-108
65
$914K 0.44%
1,779
+10
66
$897K 0.43%
6,774
67
$887K 0.43%
12,350
68
$883K 0.42%
2,519
+15
69
$807K 0.39%
2,640
-125
70
$803K 0.39%
3,888
+95
71
$802K 0.39%
22,214
-100
72
$779K 0.37%
57,937
73
$752K 0.36%
8,752
+100
74
$752K 0.36%
12,584
-437
75
$750K 0.36%
11,812
+395
1 2
3
4 5