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
101
$402K 0.18%
4,753
+974
102
$398K 0.18%
5,885
-4
103
$379K 0.17%
2,686
104
$376K 0.17%
4,705
105
$371K 0.17%
6,691
-775
106
$368K 0.17%
1,856
+400
107
$357K 0.16%
2,910
108
$353K 0.16%
1,832
-118
109
$352K 0.16%
3,696
110
$334K 0.15%
5,590
111
$328K 0.15%
3,930
-14
112
$323K 0.15%
1,705
113
$313K 0.14%
2,785
114
$307K 0.14%
625
115
$299K 0.14%
5,100
116
$298K 0.13%
6,156
-97
117
$292K 0.13%
25,202
-51
118
$292K 0.13%
3,258
-511
119
$284K 0.13%
2,481
-325
120
$274K 0.12%
3,400
121
$272K 0.12%
561
-15
122
$260K 0.12%
4,823
-100
123
$254K 0.11%
2,189
+523
124
$241K 0.11%
2,543
-93
125
$239K 0.11%
1,850
+450
3 4
5
6 7