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

Top Buys

1
+$8.97M
2
+$6.68M
3
+$5.88M
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$5.26M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.43M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 11.35%
2 Technology 9.79%
3 Healthcare 9.05%
4 Industrials 7.18%
5 Energy 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
+102
352
$2K ﹤0.01%
+28
353
$2K ﹤0.01%
+180
354
$2K ﹤0.01%
+36
355
$2K ﹤0.01%
+41
356
$2K ﹤0.01%
+659
357
$2K ﹤0.01%
+80
358
$2K ﹤0.01%
+125
359
$2K ﹤0.01%
+43
360
$2K ﹤0.01%
+112
361
$2K ﹤0.01%
+100
362
$2K ﹤0.01%
+52
363
$2K ﹤0.01%
+65
364
$2K ﹤0.01%
+23
365
$2K ﹤0.01%
+69
366
$2K ﹤0.01%
+75
367
$2K ﹤0.01%
+28
368
$2K ﹤0.01%
+57
369
$2K ﹤0.01%
+44
370
$2K ﹤0.01%
+76
371
$2K ﹤0.01%
+38
372
$2K ﹤0.01%
+186
373
$2K ﹤0.01%
+31
374
$2K ﹤0.01%
+69
375
$2K ﹤0.01%
+18
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