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
$344M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$521K
2
+$515K
3
+$489K
4
KO icon
Coca-Cola
KO
+$488K
5
AXP icon
American Express
AXP
+$336K

Top Sells

1
+$457K
2
+$279K
3
+$212K
4
VNO icon
Vornado Realty Trust
VNO
+$164K
5
NUE icon
Nucor
NUE
+$144K

Sector Composition

1 Consumer Staples 20.01%
2 Technology 19.91%
3 Industrials 7.21%
4 Healthcare 6.52%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
+77
352
$8K ﹤0.01%
40
353
$8K ﹤0.01%
156
354
$8K ﹤0.01%
50
355
$8K ﹤0.01%
125
356
$8K ﹤0.01%
+168
357
$8K ﹤0.01%
58
358
$8K ﹤0.01%
316
359
$7K ﹤0.01%
85
360
$7K ﹤0.01%
256
361
$7K ﹤0.01%
+64
362
$7K ﹤0.01%
33
363
$7K ﹤0.01%
+51
364
$7K ﹤0.01%
+100
365
$7K ﹤0.01%
200
-180
366
$7K ﹤0.01%
+53
367
$6K ﹤0.01%
260
-120
368
$6K ﹤0.01%
+80
369
$6K ﹤0.01%
200
370
$6K ﹤0.01%
70
371
$6K ﹤0.01%
100
372
$6K ﹤0.01%
450
373
$6K ﹤0.01%
+113
374
$6K ﹤0.01%
35
375
$5K ﹤0.01%
+450
13 14
15
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