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
76
$722K 0.33%
3,056
+256
77
$706K 0.32%
763
-11
78
$683K 0.31%
3,441
+432
79
$669K 0.3%
23,693
+1,291
80
$667K 0.3%
8,346
81
$641K 0.29%
1,878
-42
82
$639K 0.29%
2,177
-21
83
$636K 0.29%
14,230
-12
84
$626K 0.28%
15,000
85
$623K 0.28%
12,350
-116
86
$621K 0.28%
4,991
87
$616K 0.28%
4,177
-10
88
$613K 0.28%
2,441
-9
89
$602K 0.27%
2,000
-2
90
$586K 0.26%
3,144
91
$563K 0.25%
582
+57
92
$556K 0.25%
17,701
-181
93
$554K 0.25%
4,075
94
$544K 0.25%
16,694
-10
95
$501K 0.23%
3,601
96
$495K 0.22%
7,707
-504
97
$465K 0.21%
2,104
-35
98
$449K 0.2%
2,892
-50
99
$428K 0.19%
6,485
100
$407K 0.18%
1,486
-13
2 3
4
5 6