We are live on ! Find out more
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
$345M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$12.9M
3
+$5.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.25M
5
AVGO icon
Broadcom
AVGO
+$514K

Top Sells

1
+$17.7M
2
+$2.4M
3
+$2.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.71M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.46M

Sector Composition

1 Financials 4.09%
2 Consumer Discretionary 1.29%
3 Consumer Staples 0.75%
4 Technology 0.73%
5 Industrials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,880
77
– –
-1,916
78
– –
-6,487
79
– –
-8,312
80
– –
-4,297
81
– –
-3,812
82
– –
-409,908
83
– –
-7,977
84
– –
-5,940
85
– –
-4,672
86
– –
-5,094
87
– –
-5,412
88
– –
-2,379
1 2 3
4