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
401
$1K ﹤0.01%
+16
402
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+23
403
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+76
404
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+23
405
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+84
406
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+23
407
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+125
408
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+56
409
$1K ﹤0.01%
+36
410
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+30
411
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+24
412
$1K ﹤0.01%
+34
413
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+140
414
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+17
415
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+229
416
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+25
417
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+19
418
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+24
419
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+49
420
$1K ﹤0.01%
+84
421
$1K ﹤0.01%
+86
422
$1K ﹤0.01%
+131
423
$1K ﹤0.01%
+46
424
$1K ﹤0.01%
+8
425
$1K ﹤0.01%
+10
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