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
201
$39K 0.01%
1,160
-783
202
$38K 0.01%
163
+138
203
$37K 0.01%
1,058
204
$37K 0.01%
541
+26
205
$37K 0.01%
666
206
$37K 0.01%
559
207
$36K 0.01%
585
208
$35K 0.01%
400
209
$34K 0.01%
350
-11
210
$34K 0.01%
433
211
$33K 0.01%
883
+53
212
$33K 0.01%
80
213
$32K 0.01%
1,000
214
$32K 0.01%
+146
215
$31K 0.01%
87
216
$30K 0.01%
500
217
$30K 0.01%
350
-778
218
$29K 0.01%
245
-110
219
$29K 0.01%
320
-690
220
$28K 0.01%
+58
221
$28K 0.01%
+1,516
222
$27K 0.01%
100
223
$25K 0.01%
300
224
$24K 0.01%
200
225
$24K 0.01%
+92
7 8
9
10 11