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
$293M
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1 +$5.16M
2 +$4.88M
3 +$4.78M
4
BABA icon
Alibaba
BABA
+$4.72M
5
DOX icon
Amdocs
DOX
+$4.34M

Top Sells

1 +$632K
2 +$497K
3 +$231K
4
MAA icon
Mid-America Apartment Communities
MAA
+$144K
5
PHYS icon
Sprott Physical Gold
PHYS
+$137K

Sector Composition

1 Consumer Staples 14.28%
2 Technology 14.18%
3 Healthcare 11.29%
4 Industrials 7.6%
5 Financials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$10K ﹤0.01%
+83
577
$10K ﹤0.01%
+117
578
$9K ﹤0.01%
+377
579
$9K ﹤0.01%
+253
580
$9K ﹤0.01%
+273
581
$9K ﹤0.01%
+315
582
$9K ﹤0.01%
+143
583
$9K ﹤0.01%
+705
584
$9K ﹤0.01%
+52
585
$9K ﹤0.01%
+664
586
$9K ﹤0.01%
+1,041
587
$9K ﹤0.01%
+252
588
$9K ﹤0.01%
+1,508
589
$9K ﹤0.01%
+7,560
590
$9K ﹤0.01%
+189
591
$9K ﹤0.01%
+451
592
$9K ﹤0.01%
+355
593
$9K ﹤0.01%
+120
594
$9K ﹤0.01%
+137
595
$9K ﹤0.01%
+90
596
$9K ﹤0.01%
+193
597
$9K ﹤0.01%
+163
598
$9K ﹤0.01%
295
599
$9K ﹤0.01%
537
+512
600
$9K ﹤0.01%
+363