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
751
$8K ﹤0.01%
197
-56
752
$8K ﹤0.01%
315
-7
753
$8K ﹤0.01%
+80
754
$8K ﹤0.01%
391
755
$8K ﹤0.01%
+191
756
$8K ﹤0.01%
206
-42
757
$8K ﹤0.01%
240
+230
758
$8K ﹤0.01%
219
-2
759
$8K ﹤0.01%
48
760
$8K ﹤0.01%
75
761
$8K ﹤0.01%
232
-56
762
$8K ﹤0.01%
927
763
$8K ﹤0.01%
+1,069
764
$8K ﹤0.01%
32
765
$8K ﹤0.01%
258
-280
766
$8K ﹤0.01%
184
-3
767
$8K ﹤0.01%
+89
768
$8K ﹤0.01%
5
+2
769
$8K ﹤0.01%
84
770
$8K ﹤0.01%
454
+213
771
$8K ﹤0.01%
234
772
$7K ﹤0.01%
79
+54
773
$7K ﹤0.01%
75
774
$7K ﹤0.01%
106
775
$7K ﹤0.01%
188
29 30
31
32 33