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
76
$984K 0.28%
11,670
+565
77
$980K 0.28%
11,403
+29
78
$976K 0.28%
10,659
79
$942K 0.27%
17,627
+419
80
$922K 0.26%
16,456
-652
81
$900K 0.26%
7,235
+252
82
$859K 0.25%
10,742
-2
83
$844K 0.24%
4,837
+177
84
$843K 0.24%
5,676
-23
85
$840K 0.24%
8,322
-225
86
$838K 0.24%
18,692
-328
87
$813K 0.23%
5,522
+22
88
$797K 0.23%
16,842
+303
89
$780K 0.22%
15,305
+3,800
90
$765K 0.22%
8,080
-3,780
91
$748K 0.21%
8,092
-300
92
$733K 0.21%
3,650
+750
93
$728K 0.21%
3,974
+10
94
$717K 0.2%
6,222
-150
95
$713K 0.2%
4,922
-432
96
$696K 0.2%
8,890
+5,890
97
$682K 0.19%
12,662
+761
98
$676K 0.19%
6,700
99
$667K 0.19%
13,250
100
$666K 0.19%
6,685
+1