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
$208M
AUM Growth
-$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$500K
3
+$272K
4
ONTO icon
Onto Innovation
ONTO
+$109K
5
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$75.3K

Top Sells

1
+$1.08M
2
+$979K
3
+$551K
4
MSFT icon
Microsoft
MSFT
+$518K
5
MA icon
Mastercard
MA
+$292K

Sector Composition

1 Technology 18.38%
2 Financials 16.81%
3 Healthcare 14.06%
4 Consumer Discretionary 8.48%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$45K 0.02%
343
177
$44.9K 0.02%
4,000
178
$39.1K 0.02%
325
179
$35.5K 0.02%
326
180
$35.4K 0.02%
913
181
$34.8K 0.02%
312
182
$34.8K 0.02%
185
183
$33.3K 0.02%
1,792
184
$30.7K 0.01%
800
185
$30.4K 0.01%
260
-17
186
$29.8K 0.01%
600
187
$29.5K 0.01%
708
-50
188
$27.6K 0.01%
408
189
$26.1K 0.01%
250
190
$25.8K 0.01%
1,370
191
$25.5K 0.01%
300
192
$25.2K 0.01%
160
193
$24.4K 0.01%
100
194
$24.4K 0.01%
302
195
$24.4K 0.01%
200
196
$23.4K 0.01%
568
197
$20.7K 0.01%
100
198
$19.6K 0.01%
355
199
$18.6K 0.01%
109
200
$17.7K 0.01%
600
6 7
8
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