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
$221M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$188K
3
+$133K
4
GEV icon
GE Vernova
GEV
+$99.2K
5
NVO icon
Novo Nordisk
NVO
+$67.7K

Top Sells

1
+$2.46M
2
+$2.06M
3
+$1.2M
4
MA icon
Mastercard
MA
+$702K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$596K

Sector Composition

1 Technology 20.6%
2 Financials 15.7%
3 Healthcare 15.54%
4 Consumer Discretionary 7.86%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.09%
684
-6
127
$207K 0.09%
1,193
-175
128
$193K 0.09%
5,349
-4
129
$184K 0.08%
5,712
130
$182K 0.08%
3,400
131
$166K 0.08%
3,528
-166
132
$159K 0.07%
2,700
-3,553
133
$153K 0.07%
2,144
-639
134
$145K 0.07%
6,900
135
$144K 0.07%
4,174
136
$140K 0.06%
481
137
$139K 0.06%
2,199
138
$128K 0.06%
408
-20
139
$127K 0.06%
1,714
-304
140
$115K 0.05%
2,000
141
$114K 0.05%
198
142
$110K 0.05%
2,852
143
$108K 0.05%
500
144
$107K 0.05%
+626
145
$106K 0.05%
1,500
146
$97.6K 0.04%
775
147
$96.4K 0.04%
2,510
148
$90.2K 0.04%
3,555
149
$89.2K 0.04%
3,111
150
$86.5K 0.04%
700
4 5
6
7 8