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Showing Q3 2024 data
First Personal Financial Services's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
First Personal Financial Services
•CIK: 1633869•Filing: Q3 2024
**First Personal Financial Services** manages $473M across a diversified portfolio of 570 positions. The fund exhibits notable concentration in technology and industrials, with top holdings including MSFT at $17.8M and ACN at $15.6M. Significant allocations are also maintained in GOOGL ($14.7M), WM ($13.7M), and IVV ($12.5M). This structure suggests a core focus on established market leaders across varied sectors.
Total AUM
$472.9M
QoQ Performance
+6.9%
Positions
489
Top 10 Concentration
28.1%
Latest Filing
Q3 2024
Top Holdings Allocation
MSFT3.8%
ACN3.3%
GOOGL3.1%
WM2.9%
IVV2.6%
TMO2.5%
PG2.4%
PSA2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.4%
Technology16.9%
Consumer6.3%
Financial4.3%
Healthcare4.2%
Industrial3.1%
ETF3.0%
Materials2.1%
🚪 Exited Positionssold since Q2 2024
+160 more exited positions
Changes from Q2 2024
NEW6 new positions
↑66 increased
↓78 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023