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
701
$11K ﹤0.01%
+883
702
$11K ﹤0.01%
523
-3
703
$10K ﹤0.01%
+665
704
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250
-60
705
$10K ﹤0.01%
393
706
$10K ﹤0.01%
349
+76
707
$10K ﹤0.01%
133
708
$10K ﹤0.01%
130
+80
709
$10K ﹤0.01%
287
710
$10K ﹤0.01%
442
711
$10K ﹤0.01%
325
-50
712
$10K ﹤0.01%
96
-179
713
$10K ﹤0.01%
407
714
$10K ﹤0.01%
+378
715
$10K ﹤0.01%
+1,303
716
$10K ﹤0.01%
468
-8
717
$10K ﹤0.01%
293
-70
718
$10K ﹤0.01%
281
719
$10K ﹤0.01%
405
-172
720
$9K ﹤0.01%
82
721
$9K ﹤0.01%
+865
722
$9K ﹤0.01%
+143
723
$9K ﹤0.01%
100
+70
724
$9K ﹤0.01%
152
-26
725
$9K ﹤0.01%
119
27 28
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