FPFS

First Personal Financial Services Portfolio holdings

AUM $473M
1-Year Est. Return 28.33%
This Quarter Est. Return
1 Year Est. Return
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$1.15M
3
+$456K
4
EQIX icon
Equinix
EQIX
+$396K
5
PFE icon
Pfizer
PFE
+$345K

Top Sells

1
+$7.06M
2
+$284K
3
+$246K
4
DE icon
Deere & Co
DE
+$235K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$226K

Sector Composition

1 Technology 22.07%
2 Consumer Staples 19.31%
3 Industrials 6.7%
4 Healthcare 5.22%
5 Communication Services 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24K 0.01%
582
-168
227
$23K 0.01%
107
-35
228
$23K 0.01%
150
229
$23K 0.01%
+65
230
$23K 0.01%
501
-181
231
$23K 0.01%
150
232
$23K 0.01%
225
233
$22K 0.01%
+289
234
$22K 0.01%
345
235
$21K 0.01%
610
+210
236
$21K 0.01%
158
237
$21K 0.01%
405
238
$21K 0.01%
717
239
$20K 0.01%
100
-40
240
$20K 0.01%
+290
241
$20K 0.01%
+154
242
$20K 0.01%
320
243
$20K 0.01%
195
244
$19K 0.01%
93
245
$19K 0.01%
380
246
$18K 0.01%
+130
247
$18K 0.01%
202
248
$18K 0.01%
149
249
$18K 0.01%
417
250
$17K ﹤0.01%
300
8 9
10
11 12