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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
$632M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$777K
3
+$671K
4
TMUS icon
T-Mobile US
TMUS
+$631K
5
RSG icon
Republic Services
RSG
+$620K

Top Sells

1
+$1.04M
2
+$933K
3
+$879K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$743K
5
AMP icon
Ameriprise Financial
AMP
+$722K

Sector Composition

1 Technology 4.81%
2 Financials 3.08%
3 Healthcare 1.25%
4 Consumer Staples 1.18%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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130
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133
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135
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140
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141
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6