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
651
$6K ﹤0.01%
+461
652
$6K ﹤0.01%
+159
653
$6K ﹤0.01%
+75
654
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+98
655
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656
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657
$6K ﹤0.01%
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658
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+253
659
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660
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661
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+87
662
$6K ﹤0.01%
125
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663
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+115
664
$6K ﹤0.01%
+375
665
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+52
666
$6K ﹤0.01%
+66
667
$6K ﹤0.01%
125
668
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669
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+177
670
$6K ﹤0.01%
+32
671
$6K ﹤0.01%
50
672
$6K ﹤0.01%
+73
673
$6K ﹤0.01%
+546
674
$6K ﹤0.01%
244
675
$6K ﹤0.01%
+136