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%
+12
427
$1K ﹤0.01%
+57
428
$1K ﹤0.01%
+133
429
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+45
430
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+69
431
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+72
432
$1K ﹤0.01%
+97
433
$1K ﹤0.01%
+46
434
$1K ﹤0.01%
+20
435
$1K ﹤0.01%
+23
436
$1K ﹤0.01%
+27
437
$1K ﹤0.01%
+12
438
– –
0
439
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+27
440
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+25
441
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+34
442
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+15
443
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+20
444
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+28
445
$1K ﹤0.01%
+101
446
$1K ﹤0.01%
+13
447
$1K ﹤0.01%
+9
448
$1K ﹤0.01%
+13
449
$1K ﹤0.01%
+20
450
$1K ﹤0.01%
+76
16 17
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