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
251
$25K 0.02%
268
252
$24.7K 0.02%
605
253
$24.6K 0.02%
478
+80
254
$24.1K 0.02%
1,160
255
$24.1K 0.02%
1,766
256
$23.9K 0.02%
112
257
$23.4K 0.02%
240
+1
258
$22.5K 0.02%
410
259
$22.3K 0.02%
304
260
$22.3K 0.02%
+362
261
$22K 0.02%
385
-80
262
$22K 0.02%
205
263
$21.9K 0.02%
398
264
$21.5K 0.02%
226
+1
265
$21.4K 0.02%
+500
266
$21.3K 0.02%
333
267
$21.3K 0.02%
103
+25
268
$21.2K 0.02%
563
+108
269
$21K 0.02%
546
+5
270
$20.6K 0.01%
338
271
$20.4K 0.01%
136
272
$20.4K 0.01%
350
273
$19.8K 0.01%
155
274
$19.7K 0.01%
493
+2
275
$19.7K 0.01%
585