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
201
$18K 0.01%
200
202
$18K 0.01%
175
203
$18K 0.01%
937
204
$18K 0.01%
800
205
$18K 0.01%
104
206
$17K 0.01%
434
207
$17K 0.01%
1,700
+1,500
208
$17K 0.01%
+1,000
209
$16K 0.01%
61
210
$16K 0.01%
400
211
$16K 0.01%
493
212
$15K 0.01%
321
213
$15K 0.01%
619
214
$15K 0.01%
+350
215
$14K 0.01%
200
216
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100
217
$14K 0.01%
100
218
$14K 0.01%
100
219
$14K 0.01%
600
220
$13K 0.01%
684
221
$13K 0.01%
100
222
$12K 0.01%
334
223
$12K 0.01%
66
224
$11K 0.01%
227
-380
225
$11K 0.01%
100
7 8
9
10 11