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Home > Institutional Investor > First Personal Financial Services > Profile

Instuitional Investor - First Personal Financial Services

Fund Profile
Filing Period:
Fund Name: First Personal Financial Services
Portfolio Value $411,000,026
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Accenture Plc
 ACN 44,687 $15,681,181 3.81%
2.
Microsoft Corp
 MSFT 35,660 $13,409,637 3.26%
3.
Alphabet Inc.
 GOOG 94,297 $13,172,348 3.2%
4.
Waste Management Inc
 WM 68,868 $12,334,200 3%
5.
Ansys Inc
 ANSS 33,719 $12,235,951 2.97%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)