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FBFS

First Business Financial Services Portfolio holdings

AUM $1.12B
1-Year Est. Return 22.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$6.61M
3
+$3.95M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.78M
5
RSSB icon
Return Stacked Global Stocks & Bonds ETF
RSSB
+$2.23M

Top Sells

1
+$584K
2
+$448K
3
+$263K
4
WFC icon
Wells Fargo
WFC
+$230K
5
EXAS
Exact Sciences
EXAS
+$225K

Sector Composition

1 Technology 8.69%
2 Financials 5.03%
3 Communication Services 2.27%
4 Industrials 2.23%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
51
Meta Platforms (Facebook)
META
$1.45T
$2.47M 0.22%
4,321
+478
CSCO icon
52
Cisco
CSCO
$468B
$2.41M 0.21%
31,050
+729
TOL icon
53
Toll Brothers
TOL
$13B
$2.32M 0.21%
16,983
+1,874
XLI icon
54
State Street Industrial Select Sector SPDR ETF
XLI
$29.7B
$2.27M 0.2%
14,013
LOW icon
55
Lowe's Companies
LOW
$121B
$2.21M 0.2%
9,355
+995
RSSB icon
56
Return Stacked Global Stocks & Bonds ETF
RSSB
$485M
$2.13M 0.19%
+78,208
DRI icon
57
Darden Restaurants
DRI
$23.3B
$2.09M 0.19%
10,684
+1,148
OSK icon
58
Oshkosh
OSK
$7.92B
$2.07M 0.18%
14,069
+1,959
NFLX icon
59
Netflix
NFLX
$345B
$2.03M 0.18%
21,126
+1,237
SLB icon
60
SLB Ltd
SLB
$83B
$1.99M 0.18%
38,779
+3,166
GOOG icon
61
Alphabet (Google) Class C
GOOG
$4.31T
$1.97M 0.18%
6,884
-12
KR icon
62
Kroger
KR
$39.7B
$1.91M 0.17%
26,349
+3,842
GLD icon
63
SPDR Gold Trust
GLD
$134B
$1.83M 0.16%
4,247
-1,000
PM icon
64
Philip Morris
PM
$285B
$1.73M 0.15%
10,458
AEP icon
65
American Electric Power
AEP
$69.9B
$1.71M 0.15%
13,027
+1,705
ABBV icon
66
AbbVie
ABBV
$397B
$1.56M 0.14%
7,166
+326
IQV icon
67
IQVIA
IQV
$30.4B
$1.53M 0.14%
8,964
+1,039
IWB icon
68
iShares Russell 1000 ETF
IWB
$46.9B
$1.51M 0.13%
4,244
XLY icon
69
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22B
$1.41M 0.13%
12,902
VB icon
70
Vanguard Small-Cap ETF
VB
$77B
$1.33M 0.12%
5,070
+31
QCOM icon
71
Qualcomm
QCOM
$202B
$1.3M 0.12%
10,128
+959
PLTR icon
72
Palantir
PLTR
$312B
$1.29M 0.11%
8,815
+699
CL icon
73
Colgate-Palmolive
CL
$72B
$1.29M 0.11%
15,111
+2,741
IWM icon
74
iShares Russell 2000 ETF
IWM
$77.9B
$1.23M 0.11%
4,950
GLW icon
75
Corning
GLW
$145B
$1.22M 0.11%
8,962
+593
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3
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