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
$257M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$453K
3
+$207K
4
LLY icon
Eli Lilly
LLY
+$188K
5
VB icon
Vanguard Small-Cap ETF
VB
+$136K

Top Sells

1
+$522K
2
+$492K
3
+$435K
4
USB icon
US Bancorp
USB
+$390K
5
BAX icon
Baxter International
BAX
+$360K

Sector Composition

1 Financials 23.68%
2 Technology 16.62%
3 Healthcare 12.19%
4 Consumer Staples 9.06%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$22K 0.01%
125
202
$20K 0.01%
400
203
$19K 0.01%
597
204
$17K 0.01%
619
205
$17K 0.01%
200
206
$17K 0.01%
134
207
$16K 0.01%
356
+160
208
$16K 0.01%
37
209
$16K 0.01%
500
210
$15K 0.01%
100
211
$15K 0.01%
200
212
$15K 0.01%
158
213
$15K 0.01%
40
214
$14K 0.01%
200
215
$14K 0.01%
100
216
$13K 0.01%
109
217
$12K ﹤0.01%
234
218
$12K ﹤0.01%
250
219
$12K ﹤0.01%
159
+100
220
$12K ﹤0.01%
570
221
$12K ﹤0.01%
200
222
$12K ﹤0.01%
38
223
$12K ﹤0.01%
600
224
$12K ﹤0.01%
100
225
$11K ﹤0.01%
200
7 8
9
10 11