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
451
$1K ﹤0.01%
+40
452
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+18
453
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454
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+6
455
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+10
456
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+30
457
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+126
458
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+44
459
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+56
460
$1K ﹤0.01%
+56
461
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+36
462
$1K ﹤0.01%
+18
463
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464
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465
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466
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+28
467
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+72
468
$1K ﹤0.01%
+101
469
$1K ﹤0.01%
+13
470
$1K ﹤0.01%
+22
471
$1K ﹤0.01%
+30
472
$1K ﹤0.01%
+22
473
$1K ﹤0.01%
+19
474
$1K ﹤0.01%
+29
475
$1K ﹤0.01%
+18
17 18
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