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
$221M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.43M
3
+$797K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$379K
5
NVDA icon
NVIDIA
NVDA
+$372K

Top Sells

1
+$928K
2
+$836K
3
+$488K
4
MSFT icon
Microsoft
MSFT
+$230K
5
GS icon
Goldman Sachs
GS
+$127K

Sector Composition

1 Technology 21.51%
2 Financials 16.19%
3 Healthcare 12.1%
4 Consumer Discretionary 8.3%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$32.4K 0.01%
312
202
$30.7K 0.01%
1,792
203
$29.7K 0.01%
250
204
$29.2K 0.01%
+211
205
$29K 0.01%
300
206
$28.9K 0.01%
200
207
$27.5K 0.01%
+1,138
208
$26K 0.01%
568
209
$24.3K 0.01%
160
210
$23.6K 0.01%
111
211
$23.6K 0.01%
100
212
$22.8K 0.01%
50
213
$22.7K 0.01%
302
214
$21.5K 0.01%
100
215
$21.3K 0.01%
600
216
$20.2K 0.01%
355
217
$20K 0.01%
45
218
$17.8K 0.01%
250
219
$16.9K 0.01%
216
220
$16.6K 0.01%
50
221
$16.6K 0.01%
1,666
222
$16.6K 0.01%
848
223
$16.5K 0.01%
218
224
$15K 0.01%
570
225
$14.5K 0.01%
176
7 8
9
10 11