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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 $472,908,637
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 41,442 $17,832,578 3.77%
2.
Accenture Plc
 ACN 44,143 $15,603,755 3.3%
3.
Alphabet Inc.
 GOOGL 88,909 $14,745,621 3.12%
4.
Waste Management Inc
 WM 66,080 $13,718,131 2.9%
5.
Ishares Trust
 IEF 21,664 $12,496,092 2.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)