YTD Results (Indexed)

TFSIG YTD Return: 15.35%

S&P 500 Index YTD Return: 8.25%

7.10% Outperformance

As of January 10, 2025

Company Ticker Weight (% of Total Net Assets)
Alphabet Inc. NASDAQ: GOOG 4.00%
Amazon.com Inc. NASDAQ: AMZN 5.10%
Ivanhoe Mines TSE: IVN 3.40%
JPMorgan Chase & Co NYSE: JPM 4.80%
Fairfax Financial Holdings Ltd TSX: FFH 4.50%
Visa Inc. NYSE: V 2.60%
Aritzia Inc. TSE: ATZ 5.70%
Canadian Imperial Bank of Commerce NYSE: CM 2.70%
FedEx Corporation NYSE: FDX 3.70%
Super Micro Computer Inc. NASDAQ: SMCI 3.30%
Lockheed Martin Corp. NYSE: LMT 3.50%
MEG Energy Corp. TSE: MEG 2.80%
Barrick Gold NYSE: GOLD 5.80%
AeroVironment Inc. NASDAQ : AVAV 6.80%
Airbus EURONEXT: AIR 4.50%
Cargojet Inc. TSX: CJT 3.70%
Tourmaline Oil Corp. TSE: TOU 2.60%
S&P Global Inc. NYSE: SPGI 2.60%
Palo Alto Networks Inc. NASDAQ: PANW 2.80%
Taiwan Semiconductor Mfg. Co. Ltd. NYSE: TSM 3.00%
Celsius Holdings Inc. NASDAQ:CELH 5.30%
NVIDIA Corp. GETTEX: NVD 2.90%
ASML Holding NV NASDAQ: ASML 2.30%
Costco Wholesale Corp. NASDAQ:COST 1.80%
Ovintiv Inc. NYSE: OVV 1.80%
Lululemon Athletica Inc. NASDAQ:LULU 0.04%
Argan Inc. NYSE: AGX 3.70%

As of September 3rd, 2025