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
776
$7K ﹤0.01%
52
777
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98
+31
778
$7K ﹤0.01%
+477
779
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+136
780
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277
781
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174
-3
782
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783
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784
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785
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98
786
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303
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789
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182
+33
790
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244
791
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100
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792
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85
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794
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795
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796
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154
+31
797
$7K ﹤0.01%
70
798
$6K ﹤0.01%
312
799
$6K ﹤0.01%
297
800
$6K ﹤0.01%
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30 31
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