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
51
$1.15M 0.52%
4,059
-25
52
$1.13M 0.51%
6,774
53
$1.13M 0.51%
12,388
-117
54
$1.1M 0.5%
1,797
-2
55
$1.1M 0.5%
17,930
-679
56
$1.08M 0.49%
2,257
+55
57
$1.06M 0.48%
10,263
+1,273
58
$1.02M 0.46%
40,195
-169
59
$980K 0.44%
2,778
-1
60
$971K 0.44%
13,223
61
$957K 0.43%
17,659
+15,472
62
$955K 0.43%
15,284
63
$946K 0.43%
1,414
+588
64
$944K 0.43%
11,269
-470
65
$933K 0.42%
57,937
66
$931K 0.42%
1,865
-26
67
$921K 0.42%
7,779
-4
68
$896K 0.4%
19,872
-279
69
$888K 0.4%
4,757
+2,132
70
$832K 0.38%
18,576
+2,072
71
$814K 0.37%
3,974
+576
72
$810K 0.37%
2,698
-35
73
$800K 0.36%
21,528
-436
74
$791K 0.36%
11,342
+113
75
$744K 0.34%
4,589
-30
1 2
3
4 5