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
$431M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.11M
3 +$722K
4
SONY icon
Sony
SONY
+$650K
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$493K

Top Sells

1 +$1.03M
2 +$504K
3 +$440K
4
WM icon
Waste Management
WM
+$438K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$418K

Sector Composition

1 Technology 21.9%
2 Consumer Staples 18.78%
3 Industrials 7.32%
4 Communication Services 6.05%
5 Healthcare 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$25.2K 0.01%
+112
227
$25.1K 0.01%
510
228
$25.1K 0.01%
+60
229
$24.3K 0.01%
400
230
$24.2K 0.01%
90
231
$24.1K 0.01%
144
232
$23.9K 0.01%
571
+533
233
$22.6K 0.01%
345
234
$22.2K 0.01%
250
235
$22K 0.01%
1,399
236
$21.4K 0.01%
345
237
$21.3K ﹤0.01%
150
238
$20.7K ﹤0.01%
+60
239
$19.9K ﹤0.01%
135
240
$19.4K ﹤0.01%
+119
241
$19.3K ﹤0.01%
500
+200
242
$19.3K ﹤0.01%
146
243
$18.6K ﹤0.01%
325
244
$18.6K ﹤0.01%
360
245
$18.4K ﹤0.01%
239
246
$18.1K ﹤0.01%
385
-716
247
$18K ﹤0.01%
124
248
$16.8K ﹤0.01%
32
249
$16.6K ﹤0.01%
53
250
$16.5K ﹤0.01%
+179