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
251
$30.2K 0.01%
830
+96
252
$29.6K 0.01%
94
-16
253
$28.3K 0.01%
78
-8
254
$27.9K 0.01%
180
255
$27.4K 0.01%
1,056
256
$26.8K 0.01%
380
257
$26.5K 0.01%
777
258
$24.5K 0.01%
83
259
$24K 0.01%
+748
260
$23.8K 0.01%
130
261
$23.6K 0.01%
225
262
$22.7K 0.01%
+1,250
263
$22.7K 0.01%
2,727
+335
264
$22K 0.01%
250
-115
265
$22K 0.01%
+473
266
$21.9K 0.01%
132
267
$21.8K 0.01%
346
268
$21.7K 0.01%
343
-9
269
$21.3K 0.01%
557
-90
270
$21.2K 0.01%
+239
271
$21.2K 0.01%
185
-299
272
$20.9K 0.01%
107
+72
273
$20.6K 0.01%
390
-338
274
$20.6K 0.01%
74
275
$20.5K 0.01%
+158
9 10
11
12 13