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
151
$53K 0.03%
582
152
$52K 0.03%
320
-460
153
$51K 0.03%
1,000
154
$51K 0.03%
705
155
$50K 0.03%
619
-618
156
$50K 0.03%
2,100
157
$49K 0.03%
876
158
$49K 0.03%
625
-625
159
$46K 0.03%
317
160
$46K 0.03%
742
+100
161
$46K 0.03%
1,000
-500
162
$45K 0.02%
1,200
163
$44K 0.02%
3,352
164
$37K 0.02%
750
165
$36K 0.02%
50
166
$36K 0.02%
2,857
167
$35K 0.02%
3,000
168
$33K 0.02%
800
169
$33K 0.02%
198
170
$32K 0.02%
632
171
$32K 0.02%
434
172
$32K 0.02%
500
173
$30K 0.02%
607
174
$29K 0.02%
600
175
$27K 0.01%
196
5 6
7
8 9