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
476
$16K ﹤0.01%
129
-123
477
$16K ﹤0.01%
190
478
$16K ﹤0.01%
+200
479
$16K ﹤0.01%
+777
480
$16K ﹤0.01%
1,140
481
$16K ﹤0.01%
383
+25
482
$16K ﹤0.01%
894
-55
483
$16K ﹤0.01%
138
+5
484
$15K ﹤0.01%
1,482
485
$15K ﹤0.01%
201
-140
486
$15K ﹤0.01%
880
+505
487
$15K ﹤0.01%
386
-123
488
$15K ﹤0.01%
946
489
$15K ﹤0.01%
+458
490
$15K ﹤0.01%
+315
491
$15K ﹤0.01%
900
492
$15K ﹤0.01%
1,019
-515
493
$15K ﹤0.01%
264
494
$15K ﹤0.01%
197
-52
495
$15K ﹤0.01%
356
496
$15K ﹤0.01%
+349
497
$15K ﹤0.01%
706
498
$14K ﹤0.01%
194
-108
499
$14K ﹤0.01%
112
-26
500
$14K ﹤0.01%
864
-296
18 19
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