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
$231M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$171K
2
+$34.9K
3
+$30K
4
AVGO icon
Broadcom
AVGO
+$29.4K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$28.1K

Top Sells

1
+$674K
2
+$388K
3
+$238K
4
OTIS icon
Otis Worldwide
OTIS
+$229K
5
ZBH icon
Zimmer Biomet
ZBH
+$218K

Sector Composition

1 Technology 19.45%
2 Financials 18.09%
3 Healthcare 13.66%
4 Consumer Staples 8.65%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$472K 0.2%
3,159
102
$472K 0.2%
5,167
-8,397
103
$464K 0.2%
5,136
-1,650
104
$450K 0.19%
5,640
105
$437K 0.19%
7,600
106
$426K 0.18%
7,761
-21
107
$418K 0.18%
4,038
+1,726
108
$407K 0.18%
4,938
109
$384K 0.17%
5,100
110
$382K 0.17%
43,931
-1,009
111
$375K 0.16%
3,905
112
$365K 0.16%
2,677
-376
113
$364K 0.16%
3,574
-46
114
$349K 0.15%
8,073
-600
115
$345K 0.15%
3,862
-370
116
$345K 0.15%
7,195
-106
117
$334K 0.15%
19,944
-100
118
$325K 0.14%
855
119
$321K 0.14%
3,530
120
$308K 0.13%
5,009
-50
121
$297K 0.13%
2,000
122
$295K 0.13%
840
123
$282K 0.12%
5,412
124
$277K 0.12%
1,403
+11
125
$275K 0.12%
2,727
3 4
5
6 7