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
276
$14K ﹤0.01%
648
277
$14K ﹤0.01%
40
278
$14K ﹤0.01%
+93
279
$13K ﹤0.01%
60
+24
280
$13K ﹤0.01%
39
281
$13K ﹤0.01%
100
-3
282
$12K ﹤0.01%
40
283
$12K ﹤0.01%
380
284
$12K ﹤0.01%
48
285
$12K ﹤0.01%
200
286
$12K ﹤0.01%
170
287
$12K ﹤0.01%
54
288
$12K ﹤0.01%
+33
289
$11K ﹤0.01%
122
-244
290
$11K ﹤0.01%
250
-7
291
$11K ﹤0.01%
125
292
$11K ﹤0.01%
+200
293
$11K ﹤0.01%
316
294
$11K ﹤0.01%
156
295
$11K ﹤0.01%
26
296
$10K ﹤0.01%
90
297
$10K ﹤0.01%
191
-11
298
$9K ﹤0.01%
65
299
$9K ﹤0.01%
256
300
$9K ﹤0.01%
49
10 11
12
13 14