FPF
First Pacific Financial Portfolio holdings
AUM
$678M
1-Year Est. Return
10.2%
1 Year Est. Return
+10.2%
AUM
$493M
AUM Growth
+$63M
(+15%)
Holding
554
Top Buys
| 1 | +$77.1M | |
| 2 | +$19.7M | |
| 3 | +$8.49M | |
| 4 |
Dimensional World Equity ETF
DFAW
|
+$3.26M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$1.6M |
Top Sells
| 1 | +$19.3M | |
| 2 | +$8.87M | |
| 3 | +$1.04M | |
| 4 |
Sysco
SYY
|
+$800K |
| 5 |
Technology Select Sector SPDR Fund
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 in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
First Solar
FSLR
$24.9B
| – | – |
-167
|
|
||
552
Genuine Parts
GPC
$18.5B
| – | – |
-151
|
|
||
553
Johnson Controls International
JCI
$71.2B
| – | – |
-1,579
|
|
||
554
Kadant
KAI
$3.56B
| – | – |
-1
|
|