PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$500K
3
+$272K
4
ONTO icon
Onto Innovation
ONTO
+$109K
5
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$75.3K

Top Sells

1
+$1.08M
2
+$979K
3
+$551K
4
MSFT icon
Microsoft
MSFT
+$518K
5
MA icon
Mastercard
MA
+$292K

Sector Composition

1 Technology 18.38%
2 Financials 16.81%
3 Healthcare 14.06%
4 Consumer Discretionary 8.48%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$111K 0.05%
1,643
152
$109K 0.05%
+900
153
$107K 0.05%
198
154
$104K 0.05%
2,692
-160
155
$99.6K 0.05%
3,182
+2,407
156
$91.9K 0.04%
2,000
157
$85.9K 0.04%
3,555
158
$84.4K 0.04%
772
159
$81.7K 0.04%
309
160
$73.4K 0.04%
429
161
$68.4K 0.03%
2,000
162
$67.4K 0.03%
200
163
$67.3K 0.03%
100
164
$58K 0.03%
5,000
165
$56.6K 0.03%
200
166
$55.5K 0.03%
502
167
$54.6K 0.03%
664
168
$53.6K 0.03%
266
169
$50.2K 0.02%
2,240
170
$50K 0.02%
324
-7
171
$48.9K 0.02%
625
172
$48.9K 0.02%
1,669
-75
173
$46.9K 0.02%
130
174
$46.6K 0.02%
100
175
$45.5K 0.02%
619
5 6
7
8 9