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
101
$242K 0.13%
4,500
+100
102
$240K 0.13%
3,675
103
$239K 0.13%
1,175
104
$228K 0.12%
1,955
105
$225K 0.12%
2,425
-100
106
$223K 0.12%
3,035
107
$218K 0.12%
1,150
108
$208K 0.11%
3,940
+120
109
$194K 0.11%
2,600
110
$188K 0.1%
4,698
111
$183K 0.1%
2,768
112
$178K 0.1%
1,818
113
$177K 0.1%
550
114
$176K 0.1%
9,600
115
$169K 0.09%
900
116
$168K 0.09%
2,650
117
$154K 0.08%
3,100
118
$152K 0.08%
2,219
119
$152K 0.08%
986
-128
120
$151K 0.08%
975
121
$144K 0.08%
975
122
$124K 0.07%
846
123
$114K 0.06%
2,916
124
$103K 0.06%
3,233
125
$99K 0.05%
725
3 4
5
6 7