FPFS

First Personal Financial Services Portfolio holdings

AUM $473M
1-Year Est. Return 28.33%
This Quarter Est. Return
1 Year Est. Return
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$667K
3
+$423K
4
INTC icon
Intel
INTC
+$378K
5
JPM icon
JPMorgan Chase
JPM
+$352K

Top Sells

1
+$4.57M
2
+$1.55M
3
+$597K
4
MCD icon
McDonald's
MCD
+$477K
5
FCX icon
Freeport-McMoran
FCX
+$432K

Sector Composition

1 Technology 21.77%
2 Consumer Staples 20.24%
3 Industrials 6.97%
4 Healthcare 5.43%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$38.5K 0.01%
347
227
$38.4K 0.01%
639
+69
228
$38.4K 0.01%
575
229
$38.2K 0.01%
150
230
$37.6K 0.01%
2,125
231
$37.4K 0.01%
1,016
+97
232
$36.3K 0.01%
802
233
$36.2K 0.01%
520
-82
234
$36.1K 0.01%
562
235
$35.4K 0.01%
486
+86
236
$35.1K 0.01%
347
237
$34.8K 0.01%
849
-200
238
$34.7K 0.01%
350
239
$34.4K 0.01%
7,920
+4,287
240
$34.3K 0.01%
495
+200
241
$34.2K 0.01%
539
-27
242
$33.7K 0.01%
484
243
$32.7K 0.01%
750
244
$32.2K 0.01%
560
-100
245
$32.1K 0.01%
330
+30
246
$31.6K 0.01%
+1,353
247
$31.6K 0.01%
234
-19
248
$30.8K 0.01%
308
-172
249
$30.7K 0.01%
2,196
250
$30.3K 0.01%
320
8 9
10
11 12