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
$171M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 11.35%
2 Technology 9.79%
3 Healthcare 9.05%
4 Industrials 7.18%
5 Energy 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$0 ﹤0.01%
+137
552
$0 ﹤0.01%
+41
553
$0 ﹤0.01%
+38
554
$0 ﹤0.01%
+22
555
$0 ﹤0.01%
+15
556
$0 ﹤0.01%
+38
557
$0 ﹤0.01%
+29
558
$0 ﹤0.01%
+54
559
$0 ﹤0.01%
+29
560
$0 ﹤0.01%
+105
561
$0 ﹤0.01%
+53