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
351
$5.83K ﹤0.01%
+79
352
$5.55K ﹤0.01%
33
353
$5.45K ﹤0.01%
+124
354
$5.4K ﹤0.01%
+380
355
$5.06K ﹤0.01%
+57
356
$5.04K ﹤0.01%
23
357
$5K ﹤0.01%
83
358
$4.89K ﹤0.01%
+158
359
$4.27K ﹤0.01%
60
360
$4.22K ﹤0.01%
50
361
$4.18K ﹤0.01%
55
-53
362
$4.14K ﹤0.01%
+143
363
$4.13K ﹤0.01%
+160
364
$4.04K ﹤0.01%
22
365
$4.04K ﹤0.01%
+107
366
$3.97K ﹤0.01%
+83
367
$3.88K ﹤0.01%
+14
368
$3.67K ﹤0.01%
+23
369
$3.66K ﹤0.01%
35
-78
370
$3.48K ﹤0.01%
+300
371
$3.35K ﹤0.01%
40
372
$3.34K ﹤0.01%
+45
373
$3.31K ﹤0.01%
88
374
$3.12K ﹤0.01%
62
-136
375
$3.04K ﹤0.01%
300
13 14
15
16 17