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
101
$409K 0.2%
5,590
102
$404K 0.2%
1,499
-824
103
$398K 0.2%
3,944
104
$380K 0.19%
6,485
105
$372K 0.18%
3,769
-1,255
106
$348K 0.17%
2,806
-1,018
107
$346K 0.17%
3,779
+404
108
$340K 0.17%
2,686
-5,090
109
$334K 0.16%
625
110
$332K 0.16%
2,910
111
$324K 0.16%
1,950
112
$322K 0.16%
3,696
-329
113
$310K 0.15%
1,705
-418
114
$290K 0.14%
5,100
115
$289K 0.14%
2,785
116
$288K 0.14%
1,456
-786
117
$285K 0.14%
2,113
-250
118
$283K 0.14%
6,253
-157
119
$273K 0.13%
913
-2
120
$269K 0.13%
25,253
-11,238
121
$258K 0.13%
4,923
-12
122
$254K 0.13%
3,425
-503
123
$237K 0.12%
2,636
124
$234K 0.12%
576
-547
125
$232K 0.11%
3,400
3 4
5
6 7