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
$317M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$943K
3 +$906K
4
KHC icon
Kraft Heinz
KHC
+$631K
5
PG icon
Procter & Gamble
PG
+$503K

Top Sells

1 +$1.4M
2 +$535K
3 +$507K
4
SLV icon
iShares Silver Trust
SLV
+$500K
5
ITW icon
Illinois Tool Works
ITW
+$486K

Sector Composition

1 Technology 17.95%
2 Consumer Staples 15.36%
3 Healthcare 7.26%
4 Industrials 6.85%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$7K ﹤0.01%
80
+75
552
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142
553
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554
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24
555
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67
+10
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557
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51
558
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365
560
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561
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139
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566
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22
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568
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569
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43
+7
570
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72
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572
$6K ﹤0.01%
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56
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574
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+59
575
$6K ﹤0.01%
189