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
276
$10K ﹤0.01%
+220
277
$10K ﹤0.01%
980
278
$9K ﹤0.01%
+92
279
$9K ﹤0.01%
+160
280
$8K ﹤0.01%
206
281
$8K ﹤0.01%
90
282
$8K ﹤0.01%
191
-806
283
$8K ﹤0.01%
122
-122
284
$8K ﹤0.01%
366
285
$8K ﹤0.01%
40
286
$8K ﹤0.01%
210
287
$7K ﹤0.01%
35
288
$6K ﹤0.01%
+155
289
$6K ﹤0.01%
300
290
$6K ﹤0.01%
+69
291
$6K ﹤0.01%
35
-7
292
$6K ﹤0.01%
450
293
$6K ﹤0.01%
75
294
$5K ﹤0.01%
+981
295
$5K ﹤0.01%
66
+59
296
$5K ﹤0.01%
+100
297
$5K ﹤0.01%
+234
298
$5K ﹤0.01%
100
299
$4K ﹤0.01%
+207
300
$4K ﹤0.01%
60
9 10 11
12
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