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
$214M
AUM Growth
-$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$36.2K
3
+$15.5K
4
UPS icon
United Parcel Service
UPS
+$9.35K
5
PPL icon
PPL Corp
PPL
+$2.92K

Top Sells

1
+$4.66M
2
+$885K
3
+$543K
4
MSFT icon
Microsoft
MSFT
+$449K
5
DD icon
DuPont de Nemours
DD
+$368K

Sector Composition

1 Technology 21.12%
2 Financials 14.46%
3 Healthcare 14.36%
4 Consumer Discretionary 8.14%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CL icon
101
Colgate-Palmolive
CL
$75B
$372K 0.17%
4,705
ECL icon
102
Ecolab
ECL
$81.5B
$369K 0.17%
1,406
-80
MMM icon
103
3M
MMM
$82.9B
$367K 0.17%
2,292
-600
MDT icon
104
Medtronic
MDT
$119B
$355K 0.17%
3,696
SBUX icon
105
Starbucks
SBUX
$112B
$352K 0.16%
4,179
-574
XLK icon
106
State Street Technology Select Sector SPDR ETF
XLK
$88.7B
$331K 0.15%
2,296
-390
MO icon
107
Altria Group
MO
$112B
$328K 0.15%
5,685
-800
RSP icon
108
Invesco S&P 500 Equal Weight ETF
RSP
$88.6B
$323K 0.15%
1,688
-17
AEP icon
109
American Electric Power
AEP
$70.8B
$321K 0.15%
2,785
TGT icon
110
Target
TGT
$53.8B
$315K 0.15%
3,226
-32
AMP icon
111
Ameriprise Financial
AMP
$42.7B
$306K 0.14%
625
USB icon
112
US Bancorp
USB
$83.4B
$300K 0.14%
5,620
-536
MPC icon
113
Marathon Petroleum
MPC
$65.9B
$298K 0.14%
1,832
VOD icon
114
Vodafone
VOD
$33.8B
$296K 0.14%
22,394
-2,808
CARR icon
115
Carrier Global
CARR
$50.3B
$295K 0.14%
5,590
CBU icon
116
Community Bank
CBU
$3.17B
$293K 0.14%
5,100
DIS icon
117
Walt Disney
DIS
$181B
$282K 0.13%
2,481
DD icon
118
DuPont de Nemours
DD
$19.4B
$277K 0.13%
6,891
-9,803
TMO icon
119
Thermo Fisher Scientific
TMO
$193B
$271K 0.13%
468
-93
XLF icon
120
State Street Financial Select Sector SPDR ETF
XLF
$50.1B
$261K 0.12%
4,763
-60
Q
121
Qnity Electronics Inc
Q
$24.6B
$256K 0.12%
+3,140
ONTO icon
122
Onto Innovation
ONTO
$9.96B
$253K 0.12%
1,603
-247
XEL icon
123
Xcel Energy
XEL
$48.5B
$251K 0.12%
3,400
NVS icon
124
Novartis
NVS
$305B
$242K 0.11%
1,755
GEV icon
125
GE Vernova
GEV
$221B
$241K 0.11%
368
3 4
5
6 7