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
$202M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$201K
3
+$110K
4
ASML icon
ASML
ASML
+$92.2K
5
PANW icon
Palo Alto Networks
PANW
+$71.6K

Top Sells

1
+$1.55M
2
+$1.26M
3
+$962K
4
MSFT icon
Microsoft
MSFT
+$739K
5
GS icon
Goldman Sachs
GS
+$702K

Sector Composition

1 Technology 21.1%
2 Financials 17.58%
3 Healthcare 12.46%
4 Consumer Discretionary 8.5%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OXY icon
151
Occidental Petroleum
OXY
$42.7B
$109K 0.05%
2,596
+200
VWO icon
152
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$108K 0.05%
2,187
-448
GDX icon
153
VanEck Gold Miners ETF
GDX
$22.1B
$104K 0.05%
2,000
GSK icon
154
GSK
GSK
$96.4B
$103K 0.05%
2,692
QAI icon
155
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$718M
$103K 0.05%
3,182
NWFL icon
156
Norwood Financial Corp
NWFL
$247M
$91.6K 0.05%
3,555
PPG icon
157
PPG Industries
PPG
$21.5B
$87.8K 0.04%
772
TT icon
158
Trane Technologies
TT
$95.9B
$87.5K 0.04%
200
CEG icon
159
Constellation Energy
CEG
$112B
$85.9K 0.04%
266
XLRE icon
160
Real Estate Select Sector SPDR Fund
XLRE
$7.75B
$83.1K 0.04%
2,007
-700
TRV icon
161
Travelers Companies
TRV
$63.5B
$82.7K 0.04%
309
MCK icon
162
McKesson
MCK
$106B
$73.3K 0.04%
100
PANW icon
163
Palo Alto Networks
PANW
$147B
$71.6K 0.04%
+350
HSY icon
164
Hershey
HSY
$34.8B
$71.2K 0.04%
429
PSLV icon
165
Sprott Physical Silver Trust
PSLV
$9.33B
$61.2K 0.03%
5,000
BAX icon
166
Baxter International
BAX
$9.2B
$60.5K 0.03%
2,000
ZTS icon
167
Zoetis
ZTS
$53B
$56.6K 0.03%
363
-781
PEG icon
168
Public Service Enterprise Group
PEG
$41.5B
$55.9K 0.03%
664
IWF icon
169
iShares Russell 1000 Growth ETF
IWF
$126B
$55.2K 0.03%
130
XLI icon
170
Industrial Select Sector SPDR Fund
XLI
$23.8B
$50.6K 0.03%
343
ED icon
171
Consolidated Edison
ED
$35.6B
$50.4K 0.02%
502
BSV icon
172
Vanguard Short-Term Bond ETF
BSV
$38.9B
$49.2K 0.02%
625
LULU icon
173
lululemon athletica
LULU
$20.4B
$47.5K 0.02%
200
LIN icon
174
Linde
LIN
$199B
$46.9K 0.02%
100
PAYX icon
175
Paychex
PAYX
$40.2B
$46K 0.02%
316
-8
5 6
7
8 9