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
151
$135K 0.06%
951
152
$134K 0.06%
1,622
153
$131K 0.06%
+1,479
154
$123K 0.06%
2,596
155
$116K 0.05%
2,692
156
$114K 0.05%
3,328
157
$110K 0.05%
920
+800
158
$107K 0.05%
3,182
159
$107K 0.05%
1,400
-600
160
$99.8K 0.05%
1,324
-314
161
$90.3K 0.04%
3,555
162
$87.5K 0.04%
266
163
$87.4K 0.04%
+207
164
$86.3K 0.04%
309
165
$84.6K 0.04%
2,007
166
$84.4K 0.04%
200
167
$84.3K 0.04%
+638
168
$80.2K 0.04%
429
169
$78.5K 0.04%
5,000
170
$78K 0.04%
+585
171
$77.9K 0.04%
741
-31
172
$72.4K 0.03%
+206
173
$69.1K 0.03%
+603
174
$60.7K 0.03%
+351
175
$55.4K 0.03%
664
5 6
7
8 9