PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
126
$90K 0.05%
1,215
127
$88K 0.05%
650
128
$85K 0.05%
3,250
129
$82K 0.04%
1,600
130
$77K 0.04%
3,000
131
$74K 0.04%
654
132
$73K 0.04%
1,146
133
$72K 0.04%
410
+10
134
$71K 0.04%
450
135
$69K 0.04%
2,600
136
$69K 0.04%
953
137
$69K 0.04%
3,294
138
$66K 0.04%
2,102
139
$64K 0.04%
2,230
140
$63K 0.03%
4,568
141
$62K 0.03%
500
142
$61K 0.03%
3,983
143
$61K 0.03%
200
144
$61K 0.03%
11,000
145
$60K 0.03%
500
146
$59K 0.03%
4,000
147
$57K 0.03%
2,000
148
$56K 0.03%
801
149
$53K 0.03%
1,500
150
$53K 0.03%
3,111
4 5
6
7 8