FBFS

First Business Financial Services Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.82M
3
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.35M
5
CRM icon
Salesforce
CRM
+$1.14M

Top Sells

1
+$2.39M
2
+$2.24M
3
+$2.02M
4
CSX icon
CSX Corp
CSX
+$1.59M
5
HLT icon
Hilton Worldwide
HLT
+$1.42M

Sector Composition

1 Technology 7.28%
2 Financials 4.95%
3 Industrials 2.96%
4 Healthcare 1.86%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.11%
5,642
-281
77
$1.17M 0.11%
+4,276
78
$1.15M 0.1%
7,245
79
$1.12M 0.1%
+12,302
80
$1.1M 0.1%
+7,777
81
$1.09M 0.1%
2,247
+75
82
$1.07M 0.1%
11,155
83
$1.06M 0.1%
6,200
84
$991K 0.09%
652
85
$944K 0.09%
15,614
86
$895K 0.08%
3,132
87
$891K 0.08%
21,249
+300
88
$875K 0.08%
12,980
89
$872K 0.08%
831
90
$842K 0.08%
8,610
91
$840K 0.08%
1,138
+200
92
$832K 0.08%
5,807
-15
93
$831K 0.07%
2,969
94
$816K 0.07%
8,694
95
$796K 0.07%
5,214
-150
96
$793K 0.07%
3,942
97
$793K 0.07%
3,206
98
$766K 0.07%
7,057
99
$740K 0.07%
5,443
100
$736K 0.07%
2,062
2 3
4
5 6