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FP

Financial Perspectives Portfolio holdings

AUM $358M
1-Year Est. Return 22.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$460K
2
+$346K
3
+$327K
4
CNQ icon
Canadian Natural Resources
CNQ
+$299K
5
JPM icon
JPMorgan Chase
JPM
+$245K

Top Sells

1
+$671K
2
+$421K
3
+$243K
4
MSFT icon
Microsoft
MSFT
+$209K
5
MDT icon
Medtronic
MDT
+$182K

Sector Composition

1 Technology 20.96%
2 Healthcare 13.38%
3 Consumer Discretionary 4.71%
4 Communication Services 3.76%
5 Financials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$107K 0.03%
742
+20
227
$107K 0.03%
145
228
$107K 0.03%
138
-5
229
$106K 0.03%
380
+90
230
$103K 0.03%
4,399
231
$103K 0.03%
643
232
$102K 0.03%
434
+2
233
$102K 0.03%
487
+219
234
$101K 0.03%
2,829
235
$101K 0.03%
1,043
-42
236
$100K 0.03%
464
237
$98.2K 0.03%
129
-1
238
$97.7K 0.03%
1,332
+44
239
$95.7K 0.03%
560
240
$94.9K 0.03%
225
241
$94.7K 0.03%
1,155
+119
242
$94K 0.03%
1,121
-62
243
$93K 0.03%
370
244
$92K 0.03%
635
245
$90.6K 0.03%
961
246
$90.6K 0.03%
1,681
247
$90.4K 0.03%
3,192
248
$89K 0.02%
1,764
249
$87.9K 0.02%
1,543
-77
250
$87.3K 0.02%
2,209
+668
8 9
10
11 12