FPFS

First Personal Financial Services Portfolio holdings

AUM $473M
1-Year Est. Return 28.33%
This Fund
S&P 500
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
+$9.57M
2
+$3.93M
3
+$3.07M
4
BNS icon
Scotiabank
BNS
+$2.76M
5
TAL icon
TAL Education Group
TAL
+$2.51M

Top Sells

1
+$4.83M
2
+$1.43M
3
+$1.2M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$840K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$475K

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%
108
-14
553
– –
0
554
$11K ﹤0.01%
623
+51
555
$11K ﹤0.01%
190
-93
556
$11K ﹤0.01%
+178
557
$11K ﹤0.01%
248
-64
558
$11K ﹤0.01%
875
+170
559
$11K ﹤0.01%
504
560
$11K ﹤0.01%
133
-63
561
$11K ﹤0.01%
485
562
$11K ﹤0.01%
+89
563
$11K ﹤0.01%
399
564
$11K ﹤0.01%
303
+51
565
$11K ﹤0.01%
170
566
$11K ﹤0.01%
288
-62
567
$11K ﹤0.01%
407
568
$11K ﹤0.01%
105
569
$11K ﹤0.01%
798
+438
570
$11K ﹤0.01%
491
+104
571
$11K ﹤0.01%
190
+27
572
$11K ﹤0.01%
+462
573
$11K ﹤0.01%
709
+255
574
$11K ﹤0.01%
320
-103
575
$11K ﹤0.01%
281
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