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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$6.85M
3
+$6M
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$5.12M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.56M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 11.35%
2 Technology 9.81%
3 Healthcare 9.05%
4 Industrials 7.17%
5 Energy 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
+186
352
$2K ﹤0.01%
+31
353
$2K ﹤0.01%
+69
354
$2K ﹤0.01%
+18
355
$2K ﹤0.01%
+138
356
$2K ﹤0.01%
+85
357
$2K ﹤0.01%
+51
358
$2K ﹤0.01%
+126
359
$2K ﹤0.01%
+25
360
$2K ﹤0.01%
+125
361
$2K ﹤0.01%
+28
362
$2K ﹤0.01%
+23
363
$2K ﹤0.01%
+335
364
$2K ﹤0.01%
+41
365
$2K ﹤0.01%
+659
366
$2K ﹤0.01%
+80
367
$2K ﹤0.01%
+125
368
$2K ﹤0.01%
+26
369
$2K ﹤0.01%
+52
370
$2K ﹤0.01%
+49
371
$2K ﹤0.01%
+38
372
$2K ﹤0.01%
+92
373
$2K ﹤0.01%
+40
374
$2K ﹤0.01%
+44
375
$2K ﹤0.01%
+76
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