PFSC
Peoples Financial Services Corp Portfolio holdings
AUM
$202M
This Quarter Return
+4.69%
1 Year Return
+16.43%
3 Year Return
+60.64%
5 Year Return
+113.59%
10 Year Return
+233.18%
AUM
$183M
AUM Growth
+$183M
(+3.7%)
Cap. Flow
-$487K
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
33.99%
Holding
358
New
9
Increased
23
Reduced
36
Closed
3
Top Buys
| 1 |
IBM
IBM
|
$175K |
| 2 |
Air Products & Chemicals
APD
|
$131K |
| 3 |
Dominion Energy
D
|
$44.6K |
| 4 |
AT&T
T
|
$38.9K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$23K |
Top Sells
| 1 |
McDonald's
MCD
|
$310K |
| 2 |
GSK
GSK
|
$78K |
| 3 |
AGN
Allergan plc
AGN
|
$74.8K |
| 4 |
American Express
AXP
|
$59.6K |
| 5 |
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% |