FPF

First Pacific Financial Portfolio holdings

AUM $678M
1-Year Est. Return 10.2%
This Quarter Est. Return
1 Year Est. Return
+10.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$8.39M
2 +$1.85M
3 +$563K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$542K
5
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$407K

Sector Composition

1 Technology 7.88%
2 Industrials 5.19%
3 Consumer Staples 4.77%
4 Healthcare 3.49%
5 Financials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-229,755
102
-9,322