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
726
$1K ﹤0.01%
+7
727
– –
0
728
$1K ﹤0.01%
+10
729
$1K ﹤0.01%
+4
730
$1K ﹤0.01%
+13
731
$1K ﹤0.01%
+70
732
$1K ﹤0.01%
+61
733
$1K ﹤0.01%
+13
734
$1K ﹤0.01%
+24
735
$1K ﹤0.01%
26
-55
736
$1K ﹤0.01%
+14
737
$1K ﹤0.01%
+34
738
$1K ﹤0.01%
+20
739
$1K ﹤0.01%
+15
740
$1K ﹤0.01%
6
-16
741
$1K ﹤0.01%
24
-1
742
$1K ﹤0.01%
+7
743
$1K ﹤0.01%
12
-50
744
$1K ﹤0.01%
+6
745
$1K ﹤0.01%
+9
746
$1K ﹤0.01%
+9
747
$1K ﹤0.01%
+6
748
$1K ﹤0.01%
+6
749
$1K ﹤0.01%
+8
750
$1K ﹤0.01%
+19
28 29
30
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