FPF

First Pacific Financial Portfolio holdings

AUM $720M
1-Year Est. Return 9.03%
This Quarter Est. Return
1 Year Est. Return
+9.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$3.19M
3
+$1.95M
4
ETHO icon
Amplify Etho Climate Leadership US ETF
ETHO
+$1.11M
5
CVSB icon
Calvert Ultra-Short Investment Grade ETF
CVSB
+$1.09M

Top Sells

1
+$19.8M
2
+$2.79M
3
+$809K
4
AGR
Avangrid, Inc.
AGR
+$578K
5
IEX icon
IDEX
IEX
+$540K

Sector Composition

1 Technology 7.18%
2 Industrials 3.18%
3 Consumer Staples 2.43%
4 Financials 2.33%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
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