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
76
$646K 0.32%
12,466
-118
77
$644K 0.32%
2,800
78
$643K 0.32%
4,991
-54
79
$638K 0.32%
17,882
-613
80
$623K 0.31%
15,000
81
$622K 0.31%
3,398
-1,580
82
$610K 0.3%
1,391
83
$604K 0.3%
14,242
-6,292
84
$578K 0.29%
8,211
-3,885
85
$556K 0.27%
3,144
86
$544K 0.27%
2,450
-313
87
$542K 0.27%
4,187
-405
88
$515K 0.25%
7,466
-1,010
89
$515K 0.25%
2,002
90
$513K 0.25%
826
-2,495
91
$501K 0.25%
3,601
-243
92
$489K 0.24%
2,139
-743
93
$488K 0.24%
14,106
94
$486K 0.24%
4,075
95
$479K 0.24%
16,704
-1,195
96
$448K 0.22%
2,942
-54
97
$439K 0.22%
5,889
-76
98
$428K 0.21%
4,705
-135
99
$421K 0.21%
525
+115
100
$415K 0.21%
2,625
+1,275
2 3
4
5 6