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
$165M
AUM Growth
-$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 11.62%
2 Technology 10.05%
3 Healthcare 9.55%
4 Industrials 7.13%
5 Financials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
0
502
$1K ﹤0.01%
13
503
$1K ﹤0.01%
15
504
0
505
$1K ﹤0.01%
103
506
$1K ﹤0.01%
332
507
$1K ﹤0.01%
17
508
$1K ﹤0.01%
20
509
$1K ﹤0.01%
23
510
$1K ﹤0.01%
25
511
$1K ﹤0.01%
18
512
0
513
$1K ﹤0.01%
34
514
$1K ﹤0.01%
24
515
$1K ﹤0.01%
15
516
$1K ﹤0.01%
17
517
$1K ﹤0.01%
7
518
$1K ﹤0.01%
135
519
$1K ﹤0.01%
22
520
$1K ﹤0.01%
26
521
$1K ﹤0.01%
14
522
$1K ﹤0.01%
23
523
$1K ﹤0.01%
+1
524
$1K ﹤0.01%
+135
525
$1K ﹤0.01%
35