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
$350M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.23M
3
+$1.16M
4
VZ icon
Verizon
VZ
+$1.11M
5
NUE icon
Nucor
NUE
+$830K

Top Sells

1
+$1.46M
2
+$550K
3
+$404K
4
NHI icon
National Health Investors
NHI
+$402K
5
AMZN icon
Amazon
AMZN
+$358K

Sector Composition

1 Technology 17.27%
2 Consumer Staples 16.43%
3 Healthcare 6.45%
4 Industrials 6.28%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4K ﹤0.01%
663
627
$4K ﹤0.01%
100
628
$3K ﹤0.01%
57
629
$3K ﹤0.01%
39
+25
630
$3K ﹤0.01%
+70
631
$3K ﹤0.01%
+18
632
$3K ﹤0.01%
39
633
$3K ﹤0.01%
305
+196
634
$3K ﹤0.01%
+14
635
$3K ﹤0.01%
+66
636
$3K ﹤0.01%
42
637
$3K ﹤0.01%
+41
638
$3K ﹤0.01%
+64
639
$3K ﹤0.01%
321
640
$3K ﹤0.01%
+13
641
$3K ﹤0.01%
107
642
$3K ﹤0.01%
+51
643
$3K ﹤0.01%
62
644
$3K ﹤0.01%
686
645
$3K ﹤0.01%
370
646
$3K ﹤0.01%
18
647
$3K ﹤0.01%
268
648
$3K ﹤0.01%
15
-12
649
$3K ﹤0.01%
90
650
$3K ﹤0.01%
+121
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