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
351
$4K ﹤0.01%
110
352
$4K ﹤0.01%
108
353
$4K ﹤0.01%
76
354
$4K ﹤0.01%
100
355
$4K ﹤0.01%
147
356
$4K ﹤0.01%
26
357
$4K ﹤0.01%
105
358
$4K ﹤0.01%
65
359
$4K ﹤0.01%
144
360
$4K ﹤0.01%
79
361
$4K ﹤0.01%
25
362
$4K ﹤0.01%
40
363
$4K ﹤0.01%
44
364
$4K ﹤0.01%
119
365
$4K ﹤0.01%
41
366
$4K ﹤0.01%
579
367
$3K ﹤0.01%
186
368
0
369
$3K ﹤0.01%
69
370
$3K ﹤0.01%
18
371
$3K ﹤0.01%
138
372
$3K ﹤0.01%
76
373
$3K ﹤0.01%
85
374
$3K ﹤0.01%
23
375
$3K ﹤0.01%
335