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
1
$14.8M 8.09%
317,406
-234
2
$8.86M 4.85%
77,688
+30
3
$6.21M 3.4%
74,297
-100
4
$6.05M 3.31%
65,860
5
$5.15M 2.82%
140,025
6
$4.65M 2.55%
32,385
7
$4.34M 2.38%
36,198
8
$4.33M 2.37%
126,143
9
$3.9M 2.14%
26,598
+1,195
10
$3.83M 2.09%
44,720
-150
11
$3.73M 2.04%
26,678
-200
12
$3.68M 2.02%
21,398
-1,800
13
$3.26M 1.78%
61,538
+300
14
$3M 1.64%
19,800
-100
15
$2.95M 1.61%
69,724
+40
16
$2.89M 1.58%
98,266
+1,324
17
$2.83M 1.55%
14,384
18
$2.8M 1.53%
33,494
-168
19
$2.66M 1.45%
26,764
-600
20
$2.52M 1.38%
184,200
21
$2.38M 1.3%
18,974
22
$2.34M 1.28%
24,180
-100
23
$2.31M 1.26%
52,480
24
$2.29M 1.25%
74,061
25
$2.21M 1.21%
48,276
-100
1
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