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
426
$1K ﹤0.01%
+23
427
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+84
428
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429
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430
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431
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432
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+24
434
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435
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+140
436
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437
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441
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442
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+84
443
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+86
444
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445
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+46
446
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+8
447
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+10
448
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449
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+57
450
$1K ﹤0.01%
+133
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