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
601
$5K ﹤0.01%
84
-15
602
$5K ﹤0.01%
108
603
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137
604
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103
605
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94
606
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+31
607
$5K ﹤0.01%
63
608
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352
+54
609
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162
+42
610
0
611
$5K ﹤0.01%
+299
612
$5K ﹤0.01%
684
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613
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18
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614
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161
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615
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82
+33
616
$5K ﹤0.01%
38
617
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186
618
$5K ﹤0.01%
62
+10
619
$4K ﹤0.01%
5
620
$4K ﹤0.01%
3,000
621
$4K ﹤0.01%
+90
622
$4K ﹤0.01%
77
+11
623
$4K ﹤0.01%
+87
624
$4K ﹤0.01%
39
625
$4K ﹤0.01%
250