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
$271M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$299K
2
+$201K
3
+$188K
4
WOLF icon
Wolfspeed
WOLF
+$184K
5
BSX icon
Boston Scientific
BSX
+$170K

Top Sells

1
+$2.51M
2
+$914K
3
+$495K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$433K
5
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$311K

Sector Composition

1 Technology 19.82%
2 Healthcare 15.97%
3 Consumer Discretionary 4.1%
4 Communication Services 3.5%
5 Financials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$79.3K 0.03%
3,068
227
$78.6K 0.03%
2,209
228
$76.9K 0.03%
1,068
229
$75.2K 0.03%
2,968
+29
230
$74K 0.03%
225
+25
231
$73.9K 0.03%
305
+128
232
$73.8K 0.03%
5,537
+16
233
$71.7K 0.03%
325
234
$71.3K 0.03%
122
235
$71.2K 0.03%
519
236
$70.6K 0.03%
550
+10
237
$70.1K 0.03%
994
238
$69.3K 0.03%
560
239
$69.1K 0.03%
1,681
240
$68.5K 0.03%
2,047
+4
241
$68K 0.03%
1,238
242
$67.8K 0.03%
425
243
$65.9K 0.02%
130
244
$65.8K 0.02%
2,783
245
$64.9K 0.02%
1,119
246
$64.8K 0.02%
772
-36
247
$64.4K 0.02%
778
248
$63.8K 0.02%
3,172
-656
249
$63.6K 0.02%
268
250
$63.4K 0.02%
607
-17
8 9
10
11 12