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
$386M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$667K
3
+$423K
4
INTC icon
Intel
INTC
+$378K
5
JPM icon
JPMorgan Chase
JPM
+$352K

Top Sells

1
+$4.57M
2
+$1.55M
3
+$597K
4
MCD icon
McDonald's
MCD
+$477K
5
FCX icon
Freeport-McMoran
FCX
+$432K

Sector Composition

1 Technology 21.77%
2 Consumer Staples 20.24%
3 Industrials 6.97%
4 Healthcare 5.43%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$73.7K 0.02%
2,292
177
$73.3K 0.02%
1,068
178
$71.5K 0.02%
1,000
179
$71.1K 0.02%
382
-20
180
$70.9K 0.02%
103
-16
181
$70.5K 0.02%
693
182
$70.3K 0.02%
371
183
$70.2K 0.02%
1,458
+123
184
$68.8K 0.02%
324
185
$66.5K 0.02%
870
186
$62.7K 0.02%
314
-22
187
$61.4K 0.02%
1,290
188
$61.2K 0.02%
1,317
189
$60.4K 0.02%
856
190
$60.2K 0.02%
485
191
$59.9K 0.02%
1,100
192
$58.6K 0.02%
1,890
-165
193
$58.5K 0.02%
7,370
+234
194
$58.1K 0.02%
10,000
-3,438
195
$56.8K 0.01%
1,036
-216
196
$56.7K 0.01%
790
197
$56.4K 0.01%
575
198
$54.4K 0.01%
701
199
$53.6K 0.01%
+262
200
$53.4K 0.01%
1,380
6 7
8
9 10