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
$402M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.26M
3 +$1.14M
4
CLX icon
Clorox
CLX
+$941K
5
UL icon
Unilever
UL
+$928K

Sector Composition

1 Technology 20.92%
2 Consumer Staples 18.59%
3 Communication Services 6.85%
4 Industrials 6.48%
5 Healthcare 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-87
327
-65
328
-45
329
-320
330
-2
331
$0 ﹤0.01%
2