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
$403M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1 +$2.03M
2 +$782K
3 +$652K
4
KMB icon
Kimberly-Clark
KMB
+$432K
5
EA icon
Electronic Arts
EA
+$369K

Top Sells

1 +$1.1M
2 +$500K
3 +$331K
4
ORCL icon
Oracle
ORCL
+$301K
5
BMI icon
Badger Meter
BMI
+$295K

Sector Composition

1 Technology 22.66%
2 Consumer Staples 20.04%
3 Industrials 6.85%
4 Communication Services 5.6%
5 Healthcare 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$37.8K 0.01%
347
227
$37.5K 0.01%
562
228
$37.5K 0.01%
150
229
$37.4K 0.01%
802
230
$37.2K 0.01%
347
231
$36.3K 0.01%
350
232
$35.9K 0.01%
426
233
$35.7K 0.01%
849
234
$35.3K 0.01%
484
235
$34.8K 0.01%
750
236
$33.8K 0.01%
560
237
$32.6K 0.01%
575
238
$32.4K 0.01%
2,196
239
$32.2K 0.01%
330
240
$32.2K 0.01%
539
241
$31.7K 0.01%
248
-60
242
$31.7K 0.01%
495
243
$31.4K 0.01%
1,036
+259
244
$30.7K 0.01%
234
245
$30.7K 0.01%
78
246
$30.1K 0.01%
317
247
$30.1K 0.01%
180
248
$29.7K 0.01%
400
-86
249
$29.2K 0.01%
902
+72
250
$29.1K 0.01%
347
+86