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
376
$2.92K ﹤0.01%
25
-2
377
$2.83K ﹤0.01%
28
378
$2.78K ﹤0.01%
+90
379
$2.69K ﹤0.01%
67
380
$2.65K ﹤0.01%
+32
381
$2.52K ﹤0.01%
480
382
$2.48K ﹤0.01%
+55
383
$2.31K ﹤0.01%
29
384
$2.29K ﹤0.01%
11
385
$2.28K ﹤0.01%
97
-300
386
$2.06K ﹤0.01%
+97
387
$2.04K ﹤0.01%
250
388
$2.03K ﹤0.01%
+49
389
$1.99K ﹤0.01%
745
390
$1.72K ﹤0.01%
+75
391
$1.54K ﹤0.01%
+38
392
$1.39K ﹤0.01%
+73
393
$1.37K ﹤0.01%
+19
394
$633 ﹤0.01%
100
395
$422 ﹤0.01%
8
396
$411 ﹤0.01%
6
-4
397
$309 ﹤0.01%
10
398
$296 ﹤0.01%
20
-24
399
$222 ﹤0.01%
75
400
$174 ﹤0.01%
11
-1,624
14 15
16
17 18