PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $214M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
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
+$174K
2
+$127K
3
+$44.6K
4
T icon
AT&T
T
+$36.2K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$22.8K

Top Sells

1
+$302K
2
+$82.5K
3
+$81.3K
4
AXP icon
American Express
AXP
+$57.1K
5
BND icon
Vanguard Total Bond Market
BND
+$50.5K

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
176
$25K 0.01%
200
177
$25K 0.01%
375
178
$25K 0.01%
1,400
179
$25K 0.01%
1,000
180
$25K 0.01%
360
181
$24K 0.01%
1,500
182
$23K 0.01%
+440
183
$21K 0.01%
1,666
184
$21K 0.01%
82
185
$21K 0.01%
373
186
$21K 0.01%
400
187
$21K 0.01%
1,715
188
$21K 0.01%
180
189
$21K 0.01%
240
190
$20K 0.01%
300
191
$20K 0.01%
196
192
$20K 0.01%
200
193
$20K 0.01%
937
194
$19K 0.01%
+100
195
$19K 0.01%
800
196
$19K 0.01%
250
197
$19K 0.01%
175
198
$19K 0.01%
1,000
199
$19K 0.01%
104
200
$19K 0.01%
160
6 7
8
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