PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $202M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
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
351
$0 ﹤0.01%
46
352
$0 ﹤0.01%
8
353
$0 ﹤0.01%
100
354
$0 ﹤0.01%
5
355
$0 ﹤0.01%
12
356
-350
357
-100
358
$0 ﹤0.01%
32