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

Top Buys

1
+$1.77M
2
+$493K
3
+$298K
4
ONTO icon
Onto Innovation
ONTO
+$152K
5
ORCL icon
Oracle
ORCL
+$81.4K

Top Sells

1
+$1.24M
2
+$1.02M
3
+$697K
4
MSFT icon
Microsoft
MSFT
+$563K
5
MA icon
Mastercard
MA
+$290K

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
9 10