PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $211M
1-Year Est. Return 25.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.43M
3
+$797K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$379K
5
NVDA icon
NVIDIA
NVDA
+$372K

Top Sells

1
+$928K
2
+$836K
3
+$488K
4
MSFT icon
Microsoft
MSFT
+$230K
5
GS icon
Goldman Sachs
GS
+$127K

Sector Composition

1 Technology 21.51%
2 Financials 16.19%
3 Healthcare 12.1%
4 Consumer Discretionary 8.3%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$52.9K 0.02%
343
177
$52.8K 0.02%
2,130
+1,186
178
$50.5K 0.02%
502
179
$50.3K 0.02%
344
-19
180
$49.3K 0.02%
625
181
$47.5K 0.02%
100
182
$46.4K 0.02%
4,000
183
$46K 0.02%
619
184
$45.5K 0.02%
2,000
185
$44.5K 0.02%
361
+286
186
$44K 0.02%
325
187
$40.1K 0.02%
316
188
$38.2K 0.02%
913
189
$37.7K 0.02%
185
190
$37.4K 0.02%
326
191
$37.1K 0.02%
202
192
$37.1K 0.02%
408
193
$36.5K 0.02%
708
194
$35.6K 0.02%
200
195
$34.5K 0.02%
+334
196
$34.4K 0.02%
600
197
$34.2K 0.02%
800
198
$33.7K 0.02%
100
199
$33.5K 0.02%
+200
200
$32.5K 0.01%
253
6 7
8
9 10