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
$350M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.21M
3
+$1.15M
4
VZ icon
Verizon
VZ
+$1.12M
5
NUE icon
Nucor
NUE
+$827K

Top Sells

1
+$512K
2
+$383K
3
+$352K
4
TMO icon
Thermo Fisher Scientific
TMO
+$279K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$267K

Sector Composition

1 Technology 17.27%
2 Consumer Staples 16.43%
3 Healthcare 6.45%
4 Industrials 6.28%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
12
-50
727
$1K ﹤0.01%
+6
728
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+6
729
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+6
730
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+8
731
$1K ﹤0.01%
+19
732
$1K ﹤0.01%
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733
$1K ﹤0.01%
+8
734
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735
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736
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+20
737
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738
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+7
739
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+14
740
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+12
741
$1K ﹤0.01%
+8
742
$1K ﹤0.01%
+38
743
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+19
744
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+25
745
$1K ﹤0.01%
+7
746
$1K ﹤0.01%
23
747
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+30
748
$1K ﹤0.01%
+23
749
$1K ﹤0.01%
+23
750
$1K ﹤0.01%
+18
28 29
30
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