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
376
$2K ﹤0.01%
+138
377
$2K ﹤0.01%
+23
378
$2K ﹤0.01%
+85
379
$2K ﹤0.01%
+51
380
$2K ﹤0.01%
+126
381
$2K ﹤0.01%
+25
382
$2K ﹤0.01%
+125
383
$2K ﹤0.01%
+28
384
$2K ﹤0.01%
+91
385
$2K ﹤0.01%
+26
386
$2K ﹤0.01%
+52
387
$2K ﹤0.01%
+58
388
$2K ﹤0.01%
+45
389
$2K ﹤0.01%
+25
390
$2K ﹤0.01%
+49
391
$2K ﹤0.01%
+38
392
$2K ﹤0.01%
+92
393
$2K ﹤0.01%
+40
394
$1K ﹤0.01%
+76
395
$1K ﹤0.01%
+10
396
$1K ﹤0.01%
+210
397
$1K ﹤0.01%
+59
398
$1K ﹤0.01%
+27
399
$1K ﹤0.01%
+34
400
$1K ﹤0.01%
+30
14 15
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