FPFS

First Personal Financial Services Portfolio holdings

AUM $473M
1-Year Est. Return 28.33%
This Fund
S&P 500
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
+$6.95M
2
+$3.93M
3
+$3.05M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$2.58M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$2.3M

Top Sells

1
+$4.38M
2
+$2.08M
3
+$1.89M
4
IAU icon
iShares Gold Trust
IAU
+$1.69M
5
ESRX
Express Scripts Holding Company
ESRX
+$865K

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
876
$3K ﹤0.01%
69
-10
877
$3K ﹤0.01%
232
+62
878
$3K ﹤0.01%
66
879
$3K ﹤0.01%
81
+14
880
$3K ﹤0.01%
+47
881
$2K ﹤0.01%
+195
882
$2K ﹤0.01%
2
-6
883
– –
0
884
$2K ﹤0.01%
46
885
$2K ﹤0.01%
+65
886
$2K ﹤0.01%
27
887
$2K ﹤0.01%
+120
888
$2K ﹤0.01%
83
889
$2K ﹤0.01%
+99
890
$2K ﹤0.01%
70
891
$2K ﹤0.01%
+37
892
$2K ﹤0.01%
+1
893
$2K ﹤0.01%
51
894
$2K ﹤0.01%
120
895
$2K ﹤0.01%
+68
896
$2K ﹤0.01%
+31
897
$1K ﹤0.01%
15
898
$1K ﹤0.01%
+10
899
$1K ﹤0.01%
85
900
$1K ﹤0.01%
+33
34 35
36
37 38