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
$165M
AUM Growth
-$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 11.62%
2 Technology 10.05%
3 Healthcare 9.55%
4 Industrials 7.13%
5 Financials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$5K ﹤0.01%
125
327
$5K ﹤0.01%
84
328
$5K ﹤0.01%
578
329
$5K ﹤0.01%
66
330
$5K ﹤0.01%
35
331
$5K ﹤0.01%
192
332
$5K ﹤0.01%
200
333
$5K ﹤0.01%
42
334
$5K ﹤0.01%
102
335
$5K ﹤0.01%
102
336
$5K ﹤0.01%
129
337
$5K ﹤0.01%
53
338
$5K ﹤0.01%
242
339
$5K ﹤0.01%
52
340
$5K ﹤0.01%
64
341
$4K ﹤0.01%
76
-25
342
$4K ﹤0.01%
81
343
$4K ﹤0.01%
816
344
$4K ﹤0.01%
+151
345
$4K ﹤0.01%
102
346
$4K ﹤0.01%
66
347
$4K ﹤0.01%
50
348
$4K ﹤0.01%
59
349
$4K ﹤0.01%
22
350
$4K ﹤0.01%
49