PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$500K
3
+$272K
4
ONTO icon
Onto Innovation
ONTO
+$109K
5
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$75.3K

Top Sells

1
+$1.08M
2
+$979K
3
+$551K
4
MSFT icon
Microsoft
MSFT
+$518K
5
MA icon
Mastercard
MA
+$292K

Sector Composition

1 Technology 18.38%
2 Financials 16.81%
3 Healthcare 14.06%
4 Consumer Discretionary 8.48%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17.6K 0.01%
216
202
$17.3K 0.01%
182
203
$17.2K 0.01%
100
204
$16.6K 0.01%
1,666
205
$14.2K 0.01%
619
206
$14.1K 0.01%
176
207
$13.5K 0.01%
50
208
$13.5K 0.01%
50
209
$13.4K 0.01%
218
210
$13.2K 0.01%
250
211
$12.4K 0.01%
25
212
$12.4K 0.01%
570
213
$11.7K 0.01%
45
214
$11.6K 0.01%
99
215
$11.2K 0.01%
120
216
$11.1K 0.01%
158
217
$11.1K 0.01%
200
218
$11.1K 0.01%
69
219
$11K 0.01%
75
220
$10.9K 0.01%
124
221
$10.2K ﹤0.01%
200
222
$10.1K ﹤0.01%
268
223
$9.89K ﹤0.01%
922
224
$9.88K ﹤0.01%
250
225
$9.57K ﹤0.01%
86
7 8
9
10 11