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
$343M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$4.04M
3
+$3.69M
4
BNS icon
Scotiabank
BNS
+$2.83M
5
TAL icon
TAL Education Group
TAL
+$2.81M

Top Sells

1
+$4.83M
2
+$1.43M
3
+$1.2M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$843K
5
NHI icon
National Health Investors
NHI
+$540K

Sector Composition

1 Technology 16.35%
2 Consumer Staples 14.3%
3 Healthcare 11.05%
4 Financials 7.52%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$32K 0.01%
401
-245
352
$32K 0.01%
155
353
$32K 0.01%
644
+66
354
– –
0
355
$31K 0.01%
1,254
-42
356
$31K 0.01%
537
+40
357
$31K 0.01%
2,325
-165
358
$31K 0.01%
1,007
+80
359
$30K 0.01%
224
+97
360
$30K 0.01%
2,848
-88
361
$30K 0.01%
565
362
$30K 0.01%
369
363
$30K 0.01%
671
+45
364
$30K 0.01%
259
-81
365
$30K 0.01%
841
366
$30K 0.01%
273
+15
367
$30K 0.01%
506
+38
368
$29K 0.01%
460
-279
369
$29K 0.01%
238
+5
370
$29K 0.01%
735
-135
371
$29K 0.01%
154
+61
372
$29K 0.01%
490
+30
373
$28K 0.01%
665
374
$28K 0.01%
125
375
$28K 0.01%
2,258
13 14
15
16 17