FPFS

First Personal Financial Services Portfolio holdings

AUM $473M
1-Year Est. Return 28.33%
This Fund
S&P 500
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
+$1.11M
3
+$412K
4
JPM icon
JPMorgan Chase
JPM
+$401K
5
PFE icon
Pfizer
PFE
+$343K

Top Sells

1
+$7.06M
2
+$277K
3
+$233K
4
DE icon
Deere & Co
DE
+$217K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$213K

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
251
$17K ﹤0.01%
300
252
$17K ﹤0.01%
+1,756
253
$17K ﹤0.01%
300
254
$16K ﹤0.01%
+382
255
$16K ﹤0.01%
787
256
$16K ﹤0.01%
130
-1,064
257
$16K ﹤0.01%
+271
258
$16K ﹤0.01%
1,200
259
$15K ﹤0.01%
90
260
$15K ﹤0.01%
+100
261
$15K ﹤0.01%
135
262
$15K ﹤0.01%
100
263
$15K ﹤0.01%
+77
264
$14K ﹤0.01%
+404
265
$14K ﹤0.01%
225
266
$14K ﹤0.01%
65
267
$13K ﹤0.01%
60
-45
268
$13K ﹤0.01%
50
-68
269
$13K ﹤0.01%
+57
270
$12K ﹤0.01%
+52
271
$12K ﹤0.01%
300
272
$12K ﹤0.01%
39
273
$12K ﹤0.01%
1,899
274
$11K ﹤0.01%
+380
275
$10K ﹤0.01%
+207
9 10
11
12 13