FBFS
First Business Financial Services Portfolio holdings
AUM
$1.11B
1-Year Est. Return
15.36%
1 Year Est. Return
+15.36%
AUM
$1.02B
AUM Growth
+$5.53M
(+0.55%)
Holding
177
Top Buys
| 1 | +$6.45M | |
| 2 | +$4.79M | |
| 3 | +$3.77M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.55M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.26M |
Top Sells
| 1 | +$3.65M | |
| 2 | +$346K | |
| 3 | +$343K | |
| 4 |
ARK Innovation ETF
ARKK
|
+$287K |
| 5 |
Charles River Laboratories
CRL
|
+$240K |
Sector Composition
| 1 | Technology | 6.27% |
| 2 | Financials | 4.88% |
| 3 | Industrials | 2.73% |
| 4 | Healthcare | 2.39% |
| 5 | Communication Services | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Microchip Technology
MCHP
$34.1B
| – | – |
-3,762
|
|
||
177
Marvell Technology
MRVL
$72.5B
| – | – |
-3,136
|
|