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
$379M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$4.06M
3
+$3.12M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$2.69M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$2.26M

Top Sells

1
+$4.38M
2
+$2.08M
3
+$1.92M
4
IAU icon
iShares Gold Trust
IAU
+$1.69M
5
ESRX
Express Scripts Holding Company
ESRX
+$830K

Sector Composition

1 Technology 15.7%
2 Consumer Staples 12.79%
3 Healthcare 11.01%
4 Financials 9.41%
5 Industrials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$29K 0.01%
2,810
+96
477
$29K 0.01%
2,054
+100
478
$29K 0.01%
1,950
479
$29K 0.01%
414
480
$29K 0.01%
+1,144
481
$29K 0.01%
519
+13
482
$29K 0.01%
+1,347
483
$28K 0.01%
5,664
484
$28K 0.01%
499
-145
485
$27K 0.01%
720
-480
486
$27K 0.01%
+1,501
487
$27K 0.01%
566
+26
488
$27K 0.01%
263
-90
489
$27K 0.01%
788
490
$27K 0.01%
+1,579
491
$27K 0.01%
623
492
$27K 0.01%
130
493
$27K 0.01%
909
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494
$26K 0.01%
181
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495
$26K 0.01%
+1,254
496
$26K 0.01%
325
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497
$26K 0.01%
488
498
$26K 0.01%
369
499
$26K 0.01%
450
500
$26K 0.01%
241
18 19
20
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