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
$214M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$1.02M
3 +$990K
4
BIPC icon
Brookfield Infrastructure
BIPC
+$936K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$889K

Sector Composition

1 Healthcare 20.94%
2 Technology 16.21%
3 Consumer Discretionary 4.59%
4 Communication Services 3.45%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$49.9K 0.02%
1,514
252
$49.7K 0.02%
175
253
$48.9K 0.02%
1,625
254
$48.2K 0.02%
1,333
255
$47.8K 0.02%
3,232
+3,217
256
$46.7K 0.02%
2,007
+681
257
$46.7K 0.02%
548
+192
258
$46.5K 0.02%
652
+1
259
$46.2K 0.02%
596
+6
260
$45.9K 0.02%
793
+173
261
$45.8K 0.02%
845
+300
262
$45.7K 0.02%
437
263
$45.2K 0.02%
1,719
+3
264
$44.5K 0.02%
247
265
$43.5K 0.02%
214
266
$42.5K 0.02%
227
267
$42.5K 0.02%
652
268
$42.1K 0.02%
661
269
$42.1K 0.02%
4,603
270
$41.4K 0.02%
318
+68
271
$41.4K 0.02%
696
+1
272
$41.3K 0.02%
+500
273
$41.2K 0.02%
800
274
$41.2K 0.02%
898
+536
275
$41K 0.02%
137