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
301
$9K ﹤0.01%
+170
302
$9K ﹤0.01%
70
-1
303
$9K ﹤0.01%
50
304
$9K ﹤0.01%
+33
305
$9K ﹤0.01%
+203
306
$9K ﹤0.01%
100
307
$8K ﹤0.01%
72
308
$8K ﹤0.01%
231
-40
309
$8K ﹤0.01%
100
-1
310
$8K ﹤0.01%
35
311
$7K ﹤0.01%
480
312
$6K ﹤0.01%
300
313
$6K ﹤0.01%
62
+15
314
$5K ﹤0.01%
60
315
$5K ﹤0.01%
169
316
$5K ﹤0.01%
450
317
$5K ﹤0.01%
33
318
$4K ﹤0.01%
75
-2
319
$3K ﹤0.01%
+67
320
$3K ﹤0.01%
40
-60
321
$3K ﹤0.01%
+28
322
$2K ﹤0.01%
11
-35
323
$2K ﹤0.01%
13
324
$1K ﹤0.01%
21
+17
325
$1K ﹤0.01%
+75
11 12
13
14 15