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
51
$1.13M 0.62%
23,888
+100
52
$1.06M 0.58%
16,614
+106
53
$1.05M 0.58%
18,020
+220
54
$1.01M 0.55%
11,375
-88
55
$1.01M 0.55%
18,822
56
$987K 0.54%
4,975
57
$986K 0.54%
16,250
-500
58
$967K 0.53%
10,575
-100
59
$957K 0.52%
5,500
60
$918K 0.5%
14,200
61
$914K 0.5%
8,501
+100
62
$856K 0.47%
10,169
63
$852K 0.47%
19,908
64
$826K 0.45%
12,270
-350
65
$825K 0.45%
10,930
66
$801K 0.44%
57,937
67
$779K 0.43%
6,650
68
$772K 0.42%
44,728
69
$732K 0.4%
13,330
-600
70
$698K 0.38%
9,772
71
$670K 0.37%
6,626
72
$670K 0.37%
21,006
-700
73
$666K 0.36%
4,250
74
$639K 0.35%
5,295
-100
75
$624K 0.34%
5,908
1 2
3
4 5