PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $214M
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
ACN icon
126
Accenture
ACN
$121B
$238K 0.11%
888
COP icon
127
ConocoPhillips
COP
$141B
$238K 0.11%
2,543
XLY icon
128
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$236K 0.11%
1,978
SHEL icon
129
Shell
SHEL
$245B
$231K 0.11%
3,150
NVO icon
130
Novo Nordisk
NVO
$180B
$231K 0.11%
4,536
-2,155
XLV icon
131
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
$218K 0.1%
1,410
-103
GLD icon
132
SPDR Gold Trust
GLD
$164B
$198K 0.09%
500
STT icon
133
State Street
STT
$40.3B
$184K 0.09%
1,424
-765
MCK icon
134
McKesson
MCK
$106B
$182K 0.08%
222
EXC icon
135
Exelon
EXC
$48.1B
$182K 0.08%
4,174
C icon
136
Citigroup
C
$225B
$180K 0.08%
1,543
BP icon
137
BP
BP
$115B
$176K 0.08%
5,069
PANW icon
138
Palo Alto Networks
PANW
$136B
$173K 0.08%
940
+2
KHC icon
139
Kraft Heinz
KHC
$26.6B
$173K 0.08%
7,114
-1,483
INTC icon
140
Intel
INTC
$344B
$171K 0.08%
4,648
-500
SCHB icon
141
Schwab US Broad Market ETF
SCHB
$40.4B
$157K 0.07%
6,000
GD icon
142
General Dynamics
GD
$91.1B
$156K 0.07%
462
IWF icon
143
iShares Russell 1000 Growth ETF
IWF
$125B
$154K 0.07%
325
BK icon
144
Bank of New York Mellon
BK
$92.7B
$152K 0.07%
1,310
VGT icon
145
Vanguard Information Technology ETF
VGT
$121B
$149K 0.07%
198
VXF icon
146
Vanguard Extended Market ETF
VXF
$28.2B
$146K 0.07%
698
-176
PYPL icon
147
PayPal
PYPL
$45.7B
$142K 0.07%
2,440
-835
DOW icon
148
Dow Inc
DOW
$25.6B
$138K 0.06%
5,912
-197
ORLY icon
149
O'Reilly Automotive
ORLY
$78.4B
$137K 0.06%
1,500
NDAQ icon
150
Nasdaq
NDAQ
$50.4B
$136K 0.06%
1,400
-79
4 5
6
7 8