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
$402M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.26M
3 +$1.14M
4
CLX icon
Clorox
CLX
+$941K
5
UL icon
Unilever
UL
+$928K

Sector Composition

1 Technology 20.92%
2 Consumer Staples 18.59%
3 Communication Services 6.85%
4 Industrials 6.48%
5 Healthcare 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$161K 0.04%
2,645
-280
127
$160K 0.04%
11,300
+50
128
$159K 0.04%
2,965
129
$159K 0.04%
1,847
-55
130
$159K 0.04%
6,414
131
$155K 0.04%
3,283
-408
132
$155K 0.04%
3,024
+962
133
$155K 0.04%
565
-200
134
$147K 0.04%
3,172
-500
135
$140K 0.03%
640
136
$136K 0.03%
1,869
137
$135K 0.03%
612
138
$128K 0.03%
1,190
139
$126K 0.03%
4,536
-290
140
$126K 0.03%
1,850
-660
141
$123K 0.03%
2,893
-944
142
$122K 0.03%
1,355
143
$116K 0.03%
719
144
$114K 0.03%
763
145
$113K 0.03%
875
146
$111K 0.03%
3,500
-550
147
$107K 0.03%
324
148
$107K 0.03%
406
-50
149
$104K 0.03%
1,407
150
$101K 0.03%
2,100