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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
$474M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$18.2M
3
+$17.2M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.3M

Top Sells

1
+$24.8M
2
+$17.2M
3
+$14.6M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$7.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.52M

Sector Composition

1 Financials 3.59%
2 Consumer Staples 1.05%
3 Consumer Discretionary 0.91%
4 Technology 0.78%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$198K 0.04%
19,350
77
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-8,643
78
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-11,654
79
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-2,115
80
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-11,930
81
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-184,242
82
– –
-6,492
83
– –
-5,025
84
– –
-73,927
85
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-713,220
86
– –
-4,873
87
– –
-359,396
88
– –
-9,000
1 2 3
4