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
151
$100K 0.02%
470
152
$94K 0.02%
4,625
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153
$94K 0.02%
617
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154
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156
$91K 0.02%
416
157
$89K 0.02%
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158
$88K 0.02%
356
159
$82K 0.02%
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160
$81K 0.02%
2,000
161
$76K 0.02%
900
162
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163
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164
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$64K 0.02%
900