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
751
$1K ﹤0.01%
+13
752
$1K ﹤0.01%
+70
753
$1K ﹤0.01%
+61
754
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+18
755
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+25
756
$1K ﹤0.01%
+13
757
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12
-50
758
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+6
759
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760
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+9
761
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762
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763
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+10
764
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+35
765
$1K ﹤0.01%
+20
766
$1K ﹤0.01%
+12
767
$1K ﹤0.01%
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768
$1K ﹤0.01%
+14
769
$1K ﹤0.01%
+12
770
$1K ﹤0.01%
+5
771
– –
0
772
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+22
773
$1K ﹤0.01%
+4
774
$1K ﹤0.01%
+38
775
$1K ﹤0.01%
+19
29 30
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32 33