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
$350M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.23M
3
+$1.16M
4
VZ icon
Verizon
VZ
+$1.11M
5
NUE icon
Nucor
NUE
+$830K

Top Sells

1
+$1.46M
2
+$550K
3
+$404K
4
NHI icon
National Health Investors
NHI
+$402K
5
AMZN icon
Amazon
AMZN
+$358K

Sector Composition

1 Technology 17.27%
2 Consumer Staples 16.43%
3 Healthcare 6.45%
4 Industrials 6.28%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K ﹤0.01%
253
477
$12K ﹤0.01%
455
478
$12K ﹤0.01%
111
479
$12K ﹤0.01%
244
480
$12K ﹤0.01%
70
+8
481
$12K ﹤0.01%
2,659
482
$12K ﹤0.01%
1,689
483
$12K ﹤0.01%
172
484
$12K ﹤0.01%
91
485
$11K ﹤0.01%
170
486
$11K ﹤0.01%
99
487
$11K ﹤0.01%
198
488
$11K ﹤0.01%
189
489
$11K ﹤0.01%
125
490
$11K ﹤0.01%
169
491
$11K ﹤0.01%
610
492
$11K ﹤0.01%
643
-758
493
$11K ﹤0.01%
65
+3
494
$11K ﹤0.01%
34
+2
495
$11K ﹤0.01%
686
496
$10K ﹤0.01%
280
497
$10K ﹤0.01%
259
-26
498
$10K ﹤0.01%
989
499
$10K ﹤0.01%
336
500
$10K ﹤0.01%
136
18 19
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