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
$175M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$363K
2
+$179K
3
+$133K
4
DIS icon
Walt Disney
DIS
+$90.3K
5
AVGO icon
Broadcom
AVGO
+$88.1K

Top Sells

1
+$613K
2
+$238K
3
+$200K
4
JNJ icon
Johnson & Johnson
JNJ
+$169K
5
BMY icon
Bristol-Myers Squibb
BMY
+$151K

Sector Composition

1 Financials 26.31%
2 Technology 11.73%
3 Healthcare 11.07%
4 Consumer Staples 10.86%
5 Industrials 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$26K 0.01%
410
-295
177
$25K 0.01%
1,500
178
$25K 0.01%
200
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$24K 0.01%
375
180
$23K 0.01%
2,000
181
$23K 0.01%
440
182
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1,400
183
$22K 0.01%
360
184
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10
185
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82
186
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400
187
$21K 0.01%
240
188
$20K 0.01%
300
189
$20K 0.01%
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190
$20K 0.01%
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191
$20K 0.01%
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192
$20K 0.01%
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$19K 0.01%
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200
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198
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199
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200
$19K 0.01%
160
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