PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
1-Year Return
16.43%
This Quarter Return
-0.64%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$208M
AUM Growth
-$7.69M
(-3.6%)
Cap. Flow
-$2.5M
Cap. Flow
% of AUM
-1.2%
Top 10 Holdings %
Top 10 Hldgs %
34.14%
Holding
262
New
3
Increased
30
Reduced
63
Closed
5
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$1.79M |
| 2 |
Franklin Financial Services
FRAF
|
$500K |
| 3 |
ASML
ASML
|
$272K |
| 4 |
Onto Innovation
ONTO
|
$109K |
| 5 |
NYLI Hedge Multi-Strategy Tracker ETF
QAI
|
$75.3K |
Top Sells
| 1 |
Microchip Technology
MCHP
|
$1.08M |
| 2 |
Apple
AAPL
|
$979K |
| 3 |
Broadcom
AVGO
|
$551K |
| 4 |
Microsoft
MSFT
|
$518K |
| 5 |
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% |
