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%
75
752
$8K ﹤0.01%
232
-56
753
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954
754
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32
755
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-280
756
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184
-3
757
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+89
758
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5
+2
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84
760
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454
+213
761
$8K ﹤0.01%
234
762
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315
-7
763
$8K ﹤0.01%
+80
764
$8K ﹤0.01%
115
765
$8K ﹤0.01%
87
766
$8K ﹤0.01%
684
767
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197
-56
768
$8K ﹤0.01%
391
769
$8K ﹤0.01%
+191
770
$8K ﹤0.01%
219
-2
771
$8K ﹤0.01%
+1,069
772
$7K ﹤0.01%
79
+54
773
$7K ﹤0.01%
188
774
$7K ﹤0.01%
52
775
$7K ﹤0.01%
98
+31
29 30
31
32 33