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
$202M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$160K
3
+$118K
4
ASML icon
ASML
ASML
+$82.5K
5
PANW icon
Palo Alto Networks
PANW
+$65K

Top Sells

1
+$1.43M
2
+$1.16M
3
+$758K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$649K
5
MSFT icon
Microsoft
MSFT
+$645K

Sector Composition

1 Technology 21.1%
2 Financials 17.58%
3 Healthcare 12.46%
4 Consumer Discretionary 8.5%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 5.06%
20,575
-1,486
2
$10.1M 4.99%
204,660
-2,163
3
$9.84M 4.86%
12,619
-589
4
$9.26M 4.58%
45,129
-2,762
5
$8.8M 4.35%
31,939
-3,490
6
$7.06M 3.49%
32,161
-1,885
7
$5M 2.47%
17,116
-630
8
$4.65M 2.3%
29,206
-1,286
9
$4.25M 2.1%
14,649
-1,704
10
$3.89M 1.92%
36,113
-371
11
$3.69M 1.83%
19,899
-1,876
12
$3.47M 1.71%
19,560
-1,453
13
$3.42M 1.69%
6,080
-337
14
$3.15M 1.56%
9,879
-1,052
15
$3M 1.48%
19,637
-407
16
$2.97M 1.47%
6,120
-591
17
$2.94M 1.45%
70,094
-1,812
18
$2.83M 1.4%
12,951
-544
19
$2.79M 1.38%
31,203
-267
20
$2.5M 1.23%
18,724
-924
21
$2.49M 1.23%
35,916
-2,736
22
$2.4M 1.19%
13,632
-1,327
23
$2.37M 1.17%
16,572
-177
24
$2.26M 1.12%
+33,185
25
$2.08M 1.03%
2,939
-992
1
2 3 4 5