FPFS

First Personal Financial Services Portfolio holdings

AUM $473M
1-Year Est. Return 28.33%
This Quarter Est. Return
1 Year Est. Return
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$1.15M
3
+$456K
4
EQIX icon
Equinix
EQIX
+$396K
5
PFE icon
Pfizer
PFE
+$345K

Top Sells

1
+$7.06M
2
+$284K
3
+$246K
4
DE icon
Deere & Co
DE
+$235K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$226K

Sector Composition

1 Technology 22.07%
2 Consumer Staples 19.31%
3 Industrials 6.7%
4 Healthcare 5.22%
5 Communication Services 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$486K 0.14%
8,805
-125
77
$481K 0.14%
5,183
78
$474K 0.14%
7,652
+260
79
$453K 0.13%
2,780
+380
80
$445K 0.13%
11,835
-1,244
81
$436K 0.12%
2,655
82
$413K 0.12%
4,373
+223
83
$410K 0.12%
5,096
-162
84
$409K 0.12%
10,551
+610
85
$397K 0.11%
4,834
-84
86
$395K 0.11%
5,063
87
$390K 0.11%
3,243
-148
88
$372K 0.11%
744
+64
89
$366K 0.1%
4,444
-50
90
$366K 0.1%
8,105
-425
91
$363K 0.1%
2,090
-95
92
$325K 0.09%
1,559
+84
93
$321K 0.09%
1,174
+64
94
$319K 0.09%
2,725
-152
95
$308K 0.09%
560
-90
96
$302K 0.09%
5,812
-455
97
$302K 0.09%
10,811
98
$298K 0.09%
1,698
99
$291K 0.08%
1,950
-300
100
$286K 0.08%
9,465
-609
2 3
4
5 6