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
$493M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$19.7M
3
+$8.49M
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$3.26M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M

Top Sells

1
+$19.3M
2
+$8.87M
3
+$1.04M
4
SYY icon
Sysco
SYY
+$800K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$787K

Sector Composition

1 Technology 5.36%
2 Industrials 2.5%
3 Financials 2.21%
4 Consumer Staples 1.84%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
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