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
$429M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.06M
3
+$1.59M
4
KMB icon
Kimberly-Clark
KMB
+$1.17M
5
EQIX icon
Equinix
EQIX
+$994K

Top Sells

1
+$2.29M
2
+$2.1M
3
+$1.97M
4
DE icon
Deere & Co
DE
+$1.43M
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$1.11M

Sector Composition

1 Technology 21.07%
2 Consumer Staples 19.15%
3 Industrials 6.6%
4 Communication Services 6.27%
5 Healthcare 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19K ﹤0.01%
300
252
$19K ﹤0.01%
105
-22
253
$19K ﹤0.01%
82
254
$19K ﹤0.01%
225
255
$18K ﹤0.01%
90
256
$18K ﹤0.01%
+522
257
$18K ﹤0.01%
135
258
$17K ﹤0.01%
75
259
$17K ﹤0.01%
+126
260
$17K ﹤0.01%
380
-453
261
$17K ﹤0.01%
+195
262
$17K ﹤0.01%
154
263
$17K ﹤0.01%
980
264
$16K ﹤0.01%
1,399
-500
265
$16K ﹤0.01%
31
266
$16K ﹤0.01%
53
267
$16K ﹤0.01%
124
268
$15K ﹤0.01%
149
-8
269
$15K ﹤0.01%
75
270
$15K ﹤0.01%
225
271
$15K ﹤0.01%
100
-50
272
$15K ﹤0.01%
878
+5
273
$14K ﹤0.01%
250
274
$14K ﹤0.01%
300
275
$14K ﹤0.01%
216
9 10
11
12 13