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
$230M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$492K
3
+$340K
4
WMT icon
Walmart Inc
WMT
+$287K
5
LMT icon
Lockheed Martin
LMT
+$274K

Top Sells

1
+$552K
2
+$265K
3
+$229K
4
FAST icon
Fastenal
FAST
+$184K
5
NEE icon
NextEra Energy
NEE
+$168K

Sector Composition

1 Financials 25.15%
2 Technology 14.95%
3 Healthcare 11.78%
4 Industrials 10.25%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$32K 0.01%
544
177
$31K 0.01%
800
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$31K 0.01%
326
179
$30K 0.01%
600
180
$28K 0.01%
100
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$28K 0.01%
312
182
$27K 0.01%
434
183
$27K 0.01%
250
184
$26K 0.01%
100
185
$25K 0.01%
75
186
$25K 0.01%
1,213
187
$24K 0.01%
100
188
$24K 0.01%
125
189
$24K 0.01%
251
190
$23K 0.01%
1,462
191
$23K 0.01%
2,000
192
$22K 0.01%
1,666
193
$22K 0.01%
200
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300
195
$20K 0.01%
100
196
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100
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$20K 0.01%
300
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$17K 0.01%
134
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$17K 0.01%
563
-666
200
$17K 0.01%
200
6 7
8
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