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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
$1.09B
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.81M
3 +$856K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$755K
5
AVGO icon
Broadcom
AVGO
+$353K

Top Sells

1 +$7.78M
2 +$6.06M
3 +$4.59M
4
MGEE icon
MGE Energy Inc
MGEE
+$3.13M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.7M

Sector Composition

1 Technology 8.38%
2 Financials 5.18%
3 Communication Services 2.28%
4 Healthcare 2.03%
5 Industrials 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EOG icon
176
EOG Resources
EOG
$68.5B
-13,820
GPRO icon
177
GoPro
GPRO
$126M
-10,000
HCA icon
178
HCA Healthcare
HCA
$87.2B
-591
HWM icon
179
Howmet Aerospace
HWM
$107B
-1,666
ICLN icon
180
iShares Global Clean Energy ETF
ICLN
$2.93B
-11,001
INTC icon
181
Intel
INTC
$638B
-6,337
MCHP icon
182
Microchip Technology
MCHP
$48.1B
-3,362
PPL
183
PPL Corp
PPL
$26.8B
-5,553
PSX icon
184
Phillips 66
PSX
$70B
-1,631
PYPL icon
185
PayPal
PYPL
$38.9B
-3,309
T icon
186
AT&T
T
$142B
-8,629
TTC icon
187
Toro Company
TTC
$9.24B
-5,000