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PURPOSE ACTIVE BALANCED FUND UNITPURPOSE ACTIVE BALANCED FUND UNITPURPOSE ACTIVE BALANCED FUND UNIT

PURPOSE ACTIVE BALANCED FUND UNIT

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PURPOSE ACTIVE BALANCED FUND UNIT holdings


As of March 31, 2025
Symbol
Weight %
Shares
Shares Chg %
1M
Market value
Market value Chg %
1M
R
RDEPurpose Core Income Equity Fund
11.46%
‪‪701.99 K‬‬
+1.08%
‪‪19.01 M‬‬CAD
+0.93%
Z
ZAGBMO Aggregate Bond Index ETF
10.63%
‪‪1.25 M‬‬
+1.08%
‪‪17.62 M‬‬CAD
+0.58%
E
EQL.FInvesco S&P 500 Equal Weight Index ETF
8.88%
‪‪483.70 K‬‬
+1.08%
‪‪14.72 M‬‬CAD
−2.72%
X
XCBiShares Core Canadian Corporate Bond Index ETF
6.70%
‪‪547.19 K‬‬
+1.08%
‪‪11.12 M‬‬CAD
+0.68%
R
RTAPurpose Tactical Asset Allocation Fund
6.48%
‪‪360.56 K‬‬
+1.08%
‪‪10.74 M‬‬CAD
−0.92%
Z
ZCNBMO S&P/TSX Capped Composite Index ETF
6.34%
‪‪315.71 K‬‬
+1.08%
‪‪10.52 M‬‬CAD
−1.09%
E
EFAViShares MSCI EAFE Min Vol Factor ETF
6.21%
‪‪91.88 K‬‬
+1.08%
‪‪10.30 M‬‬CAD
+3.67%
I
IEFAiShares Core MSCI EAFE ETF
5.27%
‪‪80.26 K‬‬
+1.08%
‪‪8.74 M‬‬CAD
+0.90%
P
PIDPurpose International Dividend Fund
5.20%
‪‪332.49 K‬‬
+1.08%
‪‪8.63 M‬‬CAD
+3.80%
K
KILOPurpose Gold Bullion Fund
4.85%
‪‪175.18 K‬‬
+1.08%
‪‪8.05 M‬‬CAD
+10.71%
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