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
551
$12K ﹤0.01%
410
+154
552
$12K ﹤0.01%
550
553
$12K ﹤0.01%
305
554
$11K ﹤0.01%
105
555
$11K ﹤0.01%
491
+104
556
$11K ﹤0.01%
190
+27
557
$11K ﹤0.01%
+162
558
$11K ﹤0.01%
+264
559
$11K ﹤0.01%
476
-112
560
$11K ﹤0.01%
+462
561
$11K ﹤0.01%
709
+255
562
$11K ﹤0.01%
320
-103
563
$11K ﹤0.01%
281
564
$11K ﹤0.01%
179
565
$11K ﹤0.01%
266
566
$11K ﹤0.01%
623
+51
567
$11K ﹤0.01%
190
-93
568
$11K ﹤0.01%
+178
569
$11K ﹤0.01%
248
-64
570
$11K ﹤0.01%
875
+170
571
$11K ﹤0.01%
504
572
$11K ﹤0.01%
133
-63
573
$11K ﹤0.01%
+89
574
$11K ﹤0.01%
485
575
$11K ﹤0.01%
399
21 22
23
24 25