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
601
$9K ﹤0.01%
83
+56
602
$9K ﹤0.01%
48
-25
603
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684
604
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253
605
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+130
606
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178
-144
607
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273
608
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+230
609
$9K ﹤0.01%
450
610
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91
-39
611
$9K ﹤0.01%
1,000
612
$9K ﹤0.01%
+221
613
$9K ﹤0.01%
451
614
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193
-54
615
$9K ﹤0.01%
956
616
$9K ﹤0.01%
121
+48
617
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77
-195
618
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194
-37
619
$9K ﹤0.01%
295
620
$9K ﹤0.01%
363
621
$9K ﹤0.01%
+1,361
622
$9K ﹤0.01%
203
623
$9K ﹤0.01%
526
624
$9K ﹤0.01%
286
625
$9K ﹤0.01%
266
23 24
25
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