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
76
$602K 0.33%
8,179
-18
77
$596K 0.33%
18,120
78
$565K 0.31%
20,095
79
$552K 0.3%
7,852
80
$548K 0.3%
7,859
-159
81
$523K 0.29%
7,663
82
$497K 0.27%
11,210
-1,760
83
$486K 0.27%
2,865
84
$448K 0.25%
5,539
-100
85
$421K 0.23%
10,948
-165
86
$390K 0.21%
11,821
87
$375K 0.21%
8,171
88
$372K 0.2%
4,779
89
$365K 0.2%
9,940
-800
90
$358K 0.2%
5,370
91
$351K 0.19%
4,128
92
$346K 0.19%
4,600
93
$303K 0.17%
3,650
+50
94
$274K 0.15%
7,600
95
$271K 0.15%
3,725
96
$270K 0.15%
9,125
+200
97
$269K 0.15%
2,297
98
$258K 0.14%
1,690
-100
99
$257K 0.14%
500
100
$250K 0.14%
1,000
2 3
4
5 6