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
$183M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$175K
2
+$131K
3
+$44.6K
4
T icon
AT&T
T
+$38.9K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$23K

Top Sells

1
+$310K
2
+$78K
3
+$74.8K
4
AXP icon
American Express
AXP
+$59.6K
5
BND icon
Vanguard Total Bond Market
BND
+$49.9K

Sector Composition

1 Financials 25.45%
2 Consumer Staples 11.56%
3 Healthcare 11.36%
4 Industrials 10.78%
5 Technology 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
265
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$3K ﹤0.01%
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10
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309
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59
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