FPFS
First Personal Financial Services Portfolio holdings
AUM
$473M
1-Year Return
28.33%
This Quarter Return
+3.95%
1 Year Return
+28.33%
3 Year Return
+31.46%
5 Year Return
+90.54%
10 Year Return
+229.9%
AUM
$171M
AUM Growth
–
Cap. Flow
+$171M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.21%
Holding
561
New
559
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 11.35% |
| 2 | Technology | 9.81% |
| 3 | Healthcare | 9.05% |
| 4 | Industrials | 7.17% |
| 5 | Energy | 6.15% |