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%
+143
579
$9K ﹤0.01%
+705
580
$9K ﹤0.01%
+52
581
$9K ﹤0.01%
+664
582
$9K ﹤0.01%
+252
583
$9K ﹤0.01%
+120
584
$9K ﹤0.01%
+137
585
$9K ﹤0.01%
+90
586
$9K ﹤0.01%
+193
587
$9K ﹤0.01%
+163
588
$9K ﹤0.01%
295
589
$9K ﹤0.01%
537
+512
590
$9K ﹤0.01%
+363
591
$9K ﹤0.01%
+444
592
$9K ﹤0.01%
+316
593
$9K ﹤0.01%
+252
594
$9K ﹤0.01%
+377
595
$9K ﹤0.01%
+253
596
$9K ﹤0.01%
+273
597
$9K ﹤0.01%
+315
598
$9K ﹤0.01%
+1,041
599
$9K ﹤0.01%
+1,508
600
$9K ﹤0.01%
+7,560