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
$429M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.06M
3
+$1.59M
4
KMB icon
Kimberly-Clark
KMB
+$1.17M
5
EQIX icon
Equinix
EQIX
+$994K

Top Sells

1
+$2.29M
2
+$2.1M
3
+$1.97M
4
DE icon
Deere & Co
DE
+$1.43M
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$1.11M

Sector Composition

1 Technology 21.07%
2 Consumer Staples 19.15%
3 Industrials 6.6%
4 Communication Services 6.27%
5 Healthcare 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$58K 0.01%
1,888
-19
177
$57K 0.01%
564
178
$56K 0.01%
546
179
$56K 0.01%
701
180
$56K 0.01%
+330
181
$56K 0.01%
1,100
-337
182
$55K 0.01%
700
-200
183
$54K 0.01%
1,380
184
$51K 0.01%
+142
185
$51K 0.01%
+2,125
186
$51K 0.01%
167
187
$50K 0.01%
877
-35
188
$50K 0.01%
270
-114
189
$50K 0.01%
220
-1
190
$50K 0.01%
790
-8
191
$49K 0.01%
110
192
$48K 0.01%
+870
193
$47K 0.01%
190
194
$47K 0.01%
1,049
195
$47K 0.01%
601
196
$46K 0.01%
177
-67
197
$46K 0.01%
812
-803
198
$46K 0.01%
665
199
$46K 0.01%
200
200
$45K 0.01%
212
-26
6 7
8
9 10