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
576
$6K ﹤0.01%
39
577
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+150
578
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112
+17
579
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81
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370
581
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582
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583
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584
0
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102
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591
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114
-42
592
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368
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35
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595
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597
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37
598
$5K ﹤0.01%
102
+16
599
$5K ﹤0.01%
96
600
$5K ﹤0.01%
+56