FPFS

First Personal Financial Services Portfolio holdings

AUM $473M
1-Year Est. Return 28.33%
This Fund
S&P 500
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
+$4.86M
2
+$4.73M
3
+$4.64M
4
MDT icon
Medtronic
MDT
+$4.45M
5
DOX icon
Amdocs
DOX
+$4.32M

Top Sells

1
+$636K
2
+$136K
3
+$109K
4
BNCN
BNC Bancorp
BNCN
+$100K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$76.6K

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
776
$2K ﹤0.01%
+2
777
$2K ﹤0.01%
+31
778
$2K ﹤0.01%
+51
779
$2K ﹤0.01%
+60
780
$2K ﹤0.01%
+67
781
$2K ﹤0.01%
+66
782
$1K ﹤0.01%
+13
783
$1K ﹤0.01%
+10
784
$1K ﹤0.01%
+45
785
$1K ﹤0.01%
+116
786
$1K ﹤0.01%
+16
787
$1K ﹤0.01%
85
788
$1K ﹤0.01%
+51
789
$1K ﹤0.01%
18
+9
790
$1K ﹤0.01%
+7
791
$1K ﹤0.01%
+15
792
$1K ﹤0.01%
+19
793
$1K ﹤0.01%
+19
794
$1K ﹤0.01%
+63
795
$1K ﹤0.01%
+33
796
$1K ﹤0.01%
+66
797
$1K ﹤0.01%
+20
798
$1K ﹤0.01%
+60
799
$1K ﹤0.01%
+25
800
$1K ﹤0.01%
+18
30 31
32
33 34