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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
$310M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.76M
3
+$5.03M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.58M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.19M

Top Sells

1
+$11M
2
+$6.87M
3
+$1.79M
4
KLAC icon
KLA
KLAC
+$326K
5
ORCL icon
Oracle
ORCL
+$322K

Sector Composition

1 Financials 4.46%
2 Consumer Discretionary 0.96%
3 Consumer Staples 0.9%
4 Industrials 0.83%
5 Technology 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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79
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80
– –
-8,176
81
– –
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82
– –
-151,648
83
– –
-3,567
84
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-3,826
85
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-1,305
1 2 3
4