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
426
$1K ﹤0.01%
+10
427
$0 ﹤0.01%
1
428
$0 ﹤0.01%
3
429
-1,365
430
$0 ﹤0.01%
+10
431
$0 ﹤0.01%
75
432
0
433
$0 ﹤0.01%
9
-25
434
-416
435
$0 ﹤0.01%
+13
436
-480
437
-404
438
$0 ﹤0.01%
+11
439
$0 ﹤0.01%
1
440
-154
441
$0 ﹤0.01%
10
442
$0 ﹤0.01%
2
443
-62
444
$0 ﹤0.01%
10