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
401
$3K ﹤0.01%
+745
402
$3K ﹤0.01%
28
403
$3K ﹤0.01%
+120
404
$2K ﹤0.01%
11
405
$2K ﹤0.01%
25
-47
406
$2K ﹤0.01%
300
407
$2K ﹤0.01%
67
408
$2K ﹤0.01%
+250
409
$2K ﹤0.01%
+14
410
$2K ﹤0.01%
13
411
$2K ﹤0.01%
300
412
$2K ﹤0.01%
+20
413
$2K ﹤0.01%
75
414
$2K ﹤0.01%
+55
415
$2K ﹤0.01%
+175
416
$1K ﹤0.01%
8
417
$1K ﹤0.01%
+27
418
$1K ﹤0.01%
159
+79
419
$1K ﹤0.01%
118
420
$1K ﹤0.01%
+61
421
$1K ﹤0.01%
+53
422
$1K ﹤0.01%
+36
423
$1K ﹤0.01%
+9
424
$1K ﹤0.01%
100
425
$1K ﹤0.01%
+9