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
151
$84K 0.02%
2,100
152
$81K 0.02%
416
-80
153
$79K 0.02%
1,400
154
$79K 0.02%
1,284
-66
155
$79K 0.02%
2,200
156
$73K 0.02%
878
157
$72K 0.02%
235
158
$71K 0.02%
1,216
159
$70K 0.02%
829
-86
160
$70K 0.02%
750
161
$69K 0.02%
509
-195
162
$68K 0.02%
738
+38
163
$68K 0.02%
3,510
164
$68K 0.02%
900
165
$67K 0.02%
575
166
$67K 0.02%
397
167
$65K 0.02%
700
-300
168
$64K 0.02%
670
169
$64K 0.02%
2,000
170
$63K 0.02%
746
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171
$61K 0.02%
867
172
$61K 0.02%
947
173
$60K 0.02%
338
174
$60K 0.02%
308
175
$59K 0.02%
2,600
5 6
7
8 9