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
251
$17K ﹤0.01%
+1,756
252
$17K ﹤0.01%
300
253
$17K ﹤0.01%
105
254
$16K ﹤0.01%
130
-1,064
255
$16K ﹤0.01%
+271
256
$16K ﹤0.01%
1,200
257
$16K ﹤0.01%
+382
258
$16K ﹤0.01%
787
259
$15K ﹤0.01%
100
260
$15K ﹤0.01%
+77
261
$15K ﹤0.01%
90
262
$15K ﹤0.01%
+100
263
$15K ﹤0.01%
135
264
$14K ﹤0.01%
65
265
$14K ﹤0.01%
+404
266
$14K ﹤0.01%
225
267
$13K ﹤0.01%
60
-45
268
$13K ﹤0.01%
+57
269
$13K ﹤0.01%
50
-68
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%
980
9 10
11
12 13