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
126
$237K 0.11%
1,978
127
$226K 0.1%
368
128
$225K 0.1%
3,150
129
$225K 0.1%
1,755
130
$224K 0.1%
8,597
-232
131
$220K 0.1%
3,275
-150
132
$219K 0.1%
888
-25
133
$211K 0.1%
1,513
-600
134
$191K 0.09%
938
+588
135
$188K 0.08%
4,174
136
$183K 0.08%
874
137
$178K 0.08%
500
138
$175K 0.08%
5,069
-180
139
$173K 0.08%
5,148
-400
140
$172K 0.08%
222
+122
141
$164K 0.07%
2,000
142
$162K 0.07%
1,500
143
$158K 0.07%
462
144
$157K 0.07%
1,543
-50
145
$154K 0.07%
6,000
146
$153K 0.07%
410
147
$152K 0.07%
1,300
+780
148
$148K 0.07%
1,584
149
$143K 0.06%
1,310
-83
150
$140K 0.06%
6,109
-4
4 5
6
7 8