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
26
$2.21M 1.21%
36,118
-200
27
$2.05M 1.12%
58,216
28
$1.91M 1.04%
29,470
-150
29
$1.86M 1.02%
30,605
30
$1.78M 0.98%
25,595
-700
31
$1.78M 0.98%
12,364
-100
32
$1.77M 0.97%
21,870
+550
33
$1.72M 0.94%
32,800
+200
34
$1.66M 0.91%
10,108
+800
35
$1.65M 0.9%
42,263
+504
36
$1.65M 0.9%
15,430
37
$1.52M 0.83%
39,032
38
$1.51M 0.83%
39,550
39
$1.45M 0.8%
31,498
-177
40
$1.42M 0.78%
17,721
-317
41
$1.42M 0.78%
16,800
42
$1.4M 0.77%
4,744
43
$1.39M 0.76%
23,400
+100
44
$1.34M 0.74%
25,110
45
$1.34M 0.73%
27,779
+100
46
$1.27M 0.69%
22,228
47
$1.2M 0.66%
8,956
48
$1.18M 0.64%
21,851
49
$1.17M 0.64%
8,050
50
$1.14M 0.62%
19,860
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