PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
-0.56%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$237M
AUM Growth
-$1.82M
(-0.76%)
Cap. Flow
+$438K
Cap. Flow
% of AUM
0.18%
Top 10 Holdings %
Top 10 Hldgs %
35.87%
Holding
294
New
–
Increased
38
Reduced
75
Closed
8
Top Buys
| 1 |
Peoples Financial Services
PFIS
|
$1.18M |
| 2 |
Goldman Sachs
GS
|
$1.13M |
| 3 |
Meta Platforms (Facebook)
META
|
$805K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$328K |
| 5 |
Home Depot
HD
|
$220K |
Top Sells
| 1 |
NBT Bancorp
NBTB
|
$1.23M |
| 2 |
US Bancorp
USB
|
$255K |
| 3 |
Apple
AAPL
|
$217K |
| 4 |
Baxter International
BAX
|
$181K |
| 5 |
Microchip Technology
MCHP
|
$113K |
Sector Composition
| 1 | Financials | 25.28% |
| 2 | Technology | 15.27% |
| 3 | Healthcare | 11.62% |
| 4 | Industrials | 9.2% |
| 5 | Consumer Staples | 8.92% |
