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
326
$9.32K ﹤0.01%
+273
327
$9.15K ﹤0.01%
200
328
$9.08K ﹤0.01%
53
329
$8.93K ﹤0.01%
225
330
$8.92K ﹤0.01%
260
331
$8.59K ﹤0.01%
70
332
$8.52K ﹤0.01%
35
-100
333
$8.5K ﹤0.01%
170
334
$8.46K ﹤0.01%
144
335
$8.44K ﹤0.01%
100
336
$7.79K ﹤0.01%
85
337
$7.76K ﹤0.01%
+204
338
$7.59K ﹤0.01%
800
339
$7.51K ﹤0.01%
54
-276
340
$7.46K ﹤0.01%
170
341
$7.28K ﹤0.01%
+450
342
$7.08K ﹤0.01%
+310
343
$7.05K ﹤0.01%
+104
344
$7.03K ﹤0.01%
100
-100
345
$6.93K ﹤0.01%
+32
346
$6.87K ﹤0.01%
805
347
$6.81K ﹤0.01%
10
348
$6.72K ﹤0.01%
+32
349
$6.4K ﹤0.01%
122
+88
350
$6.1K ﹤0.01%
260
12 13
14
15 16