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
801
$6K ﹤0.01%
+76
802
$6K ﹤0.01%
+30
803
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50
804
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+94
805
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214
806
$6K ﹤0.01%
+390
807
$6K ﹤0.01%
+93
808
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+340
809
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360
-60
810
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82
811
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410
+290
812
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48
813
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153
-41
814
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815
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105
816
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249
-400
817
$6K ﹤0.01%
+120
818
$5K ﹤0.01%
105
819
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108
820
$5K ﹤0.01%
+190
821
$5K ﹤0.01%
430
+420
822
$5K ﹤0.01%
1
823
$5K ﹤0.01%
+262
824
$5K ﹤0.01%
170
825
$5K ﹤0.01%
108
+10
31 32
33
34 35