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
201
$52.9K 0.01%
550
-50
202
$52.6K 0.01%
544
203
$50.8K 0.01%
1,441
-178
204
$50.3K 0.01%
542
205
$49.7K 0.01%
652
206
$49.3K 0.01%
338
-114
207
$48.5K 0.01%
+1,365
208
$47.7K 0.01%
225
-300
209
$47.6K 0.01%
601
210
$47.6K 0.01%
103
-5
211
$45.6K 0.01%
550
212
$44.8K 0.01%
802
213
$44.5K 0.01%
665
214
$43.7K 0.01%
317
+75
215
$43.6K 0.01%
680
216
$43.1K 0.01%
150
-100
217
$42.9K 0.01%
+891
218
$42.2K 0.01%
700
219
$42.2K 0.01%
700
-90
220
$41.4K 0.01%
332
221
$41.2K 0.01%
497
222
$41K 0.01%
350
223
$41K 0.01%
184
-33
224
$40.8K 0.01%
1,024
225
$38.8K 0.01%
426
7 8
9
10 11