FP

Financial Perspectives Portfolio holdings

AUM $361M
1-Year Est. Return 24.24%
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 27.23%
2 Technology 12.25%
3 Consumer Discretionary 3.89%
4 Communication Services 3.3%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$29.1K 0.02%
420
+31
227
$29K 0.02%
577
+2
228
$28.9K 0.02%
566
-49
229
$28.8K 0.02%
214
230
$28.6K 0.02%
2,000
231
$28.6K 0.02%
919
232
$28.1K 0.02%
253
233
$28.1K 0.02%
1,213
+136
234
$28.1K 0.02%
2,018
235
$28K 0.02%
431
+170
236
$27.9K 0.02%
768
237
$27.7K 0.02%
126
+26
238
$27.4K 0.02%
108
239
$27.2K 0.02%
75
240
$27K 0.02%
2,900
241
$26.8K 0.02%
357
242
$26.7K 0.02%
1,375
243
$25.9K 0.02%
370
-65
244
$25.9K 0.02%
2,100
245
$25.8K 0.02%
916
246
$25.7K 0.02%
300
247
$25.5K 0.02%
479
248
$25.4K 0.02%
496
249
$25.4K 0.02%
105
250
$25.3K 0.02%
1,000