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
$230M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$492K
3
+$340K
4
WMT icon
Walmart Inc
WMT
+$287K
5
LMT icon
Lockheed Martin
LMT
+$274K

Top Sells

1
+$552K
2
+$265K
3
+$229K
4
FAST icon
Fastenal
FAST
+$184K
5
NEE icon
NextEra Energy
NEE
+$168K

Sector Composition

1 Financials 25.15%
2 Technology 14.95%
3 Healthcare 11.78%
4 Industrials 10.25%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$227K 0.1%
770
+560
127
$226K 0.1%
3,400
128
$204K 0.09%
5,715
129
$199K 0.09%
855
-100
130
$193K 0.08%
6,100
131
$188K 0.08%
3,600
132
$182K 0.08%
7,465
-400
133
$164K 0.07%
5,100
134
$156K 0.07%
675
135
$156K 0.07%
3,000
136
$134K 0.06%
1,000
137
$134K 0.06%
740
-335
138
$131K 0.06%
3,000
-233
139
$127K 0.06%
3,250
140
$113K 0.05%
504
141
$113K 0.05%
+1,150
142
$111K 0.05%
6,900
143
$107K 0.05%
2,000
144
$101K 0.04%
7,280
-5,020
145
$99K 0.04%
629
146
$96K 0.04%
1,500
-300
147
$92K 0.04%
609
148
$89K 0.04%
3,343
-350
149
$83K 0.04%
1,278
-50
150
$80K 0.03%
500
4 5
6
7 8