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
626
$8K ﹤0.01%
82
627
$8K ﹤0.01%
32
-56
628
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176
629
$8K ﹤0.01%
1,134
630
$8K ﹤0.01%
106
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631
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334
-43
632
$8K ﹤0.01%
+393
633
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320
634
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635
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+55
636
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88
+57
637
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143
638
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224
+171
639
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140
-1
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$8K ﹤0.01%
52
641
$8K ﹤0.01%
375
642
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164
-454
643
$8K ﹤0.01%
72
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644
$7K ﹤0.01%
101
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645
$7K ﹤0.01%
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646
$7K ﹤0.01%
114
-138
647
$7K ﹤0.01%
+415
648
$7K ﹤0.01%
188
+103
649
$7K ﹤0.01%
85
650
$7K ﹤0.01%
52
24 25
26
27 28