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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$312K
3
+$278K
4
OTIS icon
Otis Worldwide
OTIS
+$270K
5
ABBV icon
AbbVie
ABBV
+$267K

Top Sells

1
+$955K
2
+$639K
3
+$535K
4
MSFT icon
Microsoft
MSFT
+$337K
5
MA icon
Mastercard
MA
+$284K

Sector Composition

1 Financials 25.18%
2 Technology 15.14%
3 Healthcare 12.51%
4 Consumer Staples 10.69%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12K 0.01%
37
202
$12K 0.01%
39
203
$12K 0.01%
200
204
$11K 0.01%
50
205
$11K 0.01%
337
206
$11K 0.01%
400
207
$10K 0.01%
200
208
$10K 0.01%
100
209
$10K 0.01%
200
210
$10K 0.01%
100
211
$10K 0.01%
200
212
$10K 0.01%
682
213
$10K 0.01%
100
214
$9K ﹤0.01%
56
215
$9K ﹤0.01%
300
-1,830
216
$9K ﹤0.01%
90
217
$9K ﹤0.01%
100
218
$9K ﹤0.01%
234
219
$9K ﹤0.01%
350
220
$9K ﹤0.01%
493
221
$8K ﹤0.01%
80
222
$8K ﹤0.01%
684
-1,500
223
$8K ﹤0.01%
500
224
$8K ﹤0.01%
150
225
$7K ﹤0.01%
80
7 8
9
10 11