PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $214M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1 +$3.95M
2 +$281K
3 +$164K
4
ADI icon
Analog Devices
ADI
+$145K
5
GE icon
GE Aerospace
GE
+$98.4K

Top Sells

1 +$3.8M
2 +$413K
3 +$273K
4
MCD icon
McDonald's
MCD
+$188K
5
MMM icon
3M
MMM
+$187K

Sector Composition

1 Financials 25.62%
2 Healthcare 11.79%
3 Consumer Staples 11.39%
4 Industrials 10.79%
5 Technology 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$26K 0.01%
360
177
$26K 0.01%
1,400
178
$24K 0.01%
1,000
-115
179
$24K 0.01%
375
180
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1,715
181
$22K 0.01%
196
182
$22K 0.01%
1,500
183
$21K 0.01%
373
184
$21K 0.01%
200
185
$21K 0.01%
240
186
$21K 0.01%
1,666
187
$20K 0.01%
400
-156
188
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180
189
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937
190
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250
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300
193
$19K 0.01%
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194
$19K 0.01%
476
195
$19K 0.01%
1,000
196
$18K 0.01%
196
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198
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199
$17K 0.01%
200
200
$17K 0.01%
434