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
51
$1.1M 0.54%
9,312
-7
52
$1.08M 0.53%
2,779
-692
53
$1.05M 0.52%
18,609
-873
54
$1.03M 0.51%
15,284
-1,300
55
$1.02M 0.51%
1,799
+20
56
$989K 0.49%
6,774
57
$978K 0.48%
40,364
-2,268
58
$941K 0.46%
11,739
-611
59
$933K 0.46%
20,151
60
$914K 0.45%
13,223
-10,000
61
$879K 0.43%
8,990
-5,746
62
$876K 0.43%
1,891
-381
63
$855K 0.42%
2,202
-598
64
$845K 0.42%
57,937
65
$845K 0.42%
7,783
-5,922
66
$841K 0.42%
4,619
67
$798K 0.39%
11,229
-583
68
$766K 0.38%
774
-312
69
$744K 0.37%
21,964
-250
70
$725K 0.36%
16,504
-1,000
71
$700K 0.35%
2,733
-300
72
$682K 0.34%
1,920
-599
73
$678K 0.34%
2,198
-442
74
$660K 0.33%
2,836
-5
75
$648K 0.32%
22,402
+1,000
1 2
3
4 5