FPF

First Pacific Financial Portfolio holdings

AUM $766M
1-Year Est. Return 11.65%
This Quarter Est. Return
1 Year Est. Return
+11.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$678M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$26.1M
3
+$5.36M
4
JPM icon
JPMorgan Chase
JPM
+$5.15M
5
IBM icon
IBM
IBM
+$4.51M

Top Sells

1
+$23.5M
2
+$9.67M
3
+$7.86M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$877K
5
ETHO icon
Amplify Etho Climate Leadership US ETF
ETHO
+$494K

Sector Composition

1 Technology 6.38%
2 Financials 4.66%
3 Healthcare 3.58%
4 Industrials 3.37%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
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