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
$198M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$963K
2 +$817K
3 +$690K
4
AAPL icon
Apple
AAPL
+$650K
5
AVGO icon
Broadcom
AVGO
+$581K

Top Sells

1 +$388K
2 +$166K
3 +$156K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$132K
5
MSFT icon
Microsoft
MSFT
+$128K

Sector Composition

1 Financials 24.78%
2 Healthcare 12.19%
3 Technology 12.03%
4 Industrials 11.25%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$19K 0.01%
373
202
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200
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$18K 0.01%
82
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$18K 0.01%
61
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$17K 0.01%
226
+90
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$17K 0.01%
1,700
207
$16K 0.01%
100
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$16K 0.01%
100
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$15K 0.01%
400
210
$15K 0.01%
100
211
$15K 0.01%
619
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$14K 0.01%
600
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434
214
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321
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350
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$13K 0.01%
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$13K 0.01%
100
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$13K 0.01%
684
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$12K 0.01%
+682
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$12K 0.01%
334
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$12K 0.01%
500
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$11K 0.01%
150
225
$11K 0.01%
100