FBFS

First Business Financial Services Portfolio holdings

AUM $1.11B
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$904M
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$5.67M
2 +$2.76M
3 +$1.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$593K
5
TSLA icon
Tesla
TSLA
+$538K

Top Sells

1 +$1.19M
2 +$931K
3 +$481K
4
NFLX icon
Netflix
NFLX
+$344K
5
MRVL icon
Marvell Technology
MRVL
+$315K

Sector Composition

1 Technology 5.28%
2 Financials 2.88%
3 Healthcare 2.28%
4 Consumer Discretionary 1.66%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,600
177
-571
178
-11,616
179
-11,076