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
$379M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Sells

1 +$4.38M
2 +$2.08M
3 +$1.92M
4
IAU icon
iShares Gold Trust
IAU
+$1.69M
5
ESRX
Express Scripts Holding Company
ESRX
+$830K

Sector Composition

1 Technology 15.7%
2 Consumer Staples 12.79%
3 Healthcare 11.01%
4 Financials 9.41%
5 Industrials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$14K ﹤0.01%
724
+113
627
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251
-2
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60
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631
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633
$14K ﹤0.01%
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634
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506
+10
635
$14K ﹤0.01%
1,618
+257
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$14K ﹤0.01%
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329
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$13K ﹤0.01%
900
646
$13K ﹤0.01%
410
647
$13K ﹤0.01%
271
+144
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$13K ﹤0.01%
432
649
$13K ﹤0.01%
209
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650
$13K ﹤0.01%
550