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
176
$59K 0.02%
1,290
177
$58K 0.02%
1,000
178
$56K 0.02%
237
179
$55K 0.02%
6,000
+1,000
180
$55K 0.02%
1,600
+3
181
$54K 0.02%
1,600
182
$53K 0.02%
2,000
183
$52K 0.01%
1,449
184
$51K 0.01%
2,606
185
$51K 0.01%
125
186
$49K 0.01%
843
187
$49K 0.01%
300
188
$48K 0.01%
601
189
$47K 0.01%
1,300
190
$47K 0.01%
856
191
$45K 0.01%
1,500
192
$45K 0.01%
562
193
$45K 0.01%
2,700
194
$45K 0.01%
1,299
195
$45K 0.01%
825
196
$44K 0.01%
900
197
$44K 0.01%
912
198
$43K 0.01%
+210
199
$39K 0.01%
110
200
$39K 0.01%
200
6 7
8
9 10