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
276
$19.9K 0.01%
261
+27
277
$19.8K 0.01%
87
278
$19.6K 0.01%
364
279
$19.2K 0.01%
980
280
$19K ﹤0.01%
+775
281
$18.9K ﹤0.01%
869
+127
282
$18.9K ﹤0.01%
146
283
$18.8K ﹤0.01%
345
284
$18.7K ﹤0.01%
82
285
$18.6K ﹤0.01%
90
286
$18.4K ﹤0.01%
200
287
$17.9K ﹤0.01%
+113
288
$17.9K ﹤0.01%
202
289
$17.9K ﹤0.01%
230
290
$17.6K ﹤0.01%
225
291
$17.6K ﹤0.01%
360
292
$17.5K ﹤0.01%
135
-91
293
$17.4K ﹤0.01%
391
+191
294
$17.4K ﹤0.01%
1,399
295
$16.9K ﹤0.01%
+334
296
$16.8K ﹤0.01%
698
297
$16.3K ﹤0.01%
124
298
$16.1K ﹤0.01%
132
-59
299
$15.6K ﹤0.01%
282
-88
300
$15.5K ﹤0.01%
126
10 11
12
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