FPF
First Pacific Financial Portfolio holdings
AUM
$720M
1-Year Est. Return
9.03%
1 Year Est. Return
+9.03%
AUM
$720M
AUM Growth
+$41.5M
(+6.1%)
Holding
554
Top Buys
| 1 | +$3.06M | |
| 2 | +$2.95M | |
| 3 | +$2.26M | |
| 4 |
JPMorgan Chase
JPM
|
+$1.95M |
| 5 |
AbbVie
ABBV
|
+$1.59M |
Top Sells
| 1 | +$19.1M | |
| 2 | +$917K | |
| 3 | +$531K | |
| 4 |
Apple
AAPL
|
+$470K |
| 5 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$403K |
Sector Composition
| 1 | Technology | 6.45% |
| 2 | Financials | 5.59% |
| 3 | Healthcare | 4.41% |
| 4 | Industrials | 3.5% |
| 5 | Consumer Staples | 2.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
CarMax
KMX
$5.76B
| – | – |
-325
|
|
||
552
MindMed
MNMD
$1.21B
| – | – |
-102
|
|
||
553
Moog Inc Class A
MOG.A
$7.26B
| – | – |
-14
|
|
||
554
Invesco Water Resources ETF
PHO
$2.15B
| – | – |
-150
|
|