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
251
$63.1K 0.02%
769
252
$62.2K 0.02%
216
+1
253
$61.9K 0.02%
277
254
$61.8K 0.02%
760
255
$61.7K 0.02%
657
256
$61.6K 0.02%
1,619
257
$61.4K 0.02%
2,139
+270
258
$60.6K 0.02%
1,000
259
$60.1K 0.02%
1,011
260
$59K 0.02%
8,048
261
$59K 0.02%
290
262
$58.7K 0.02%
137
263
$58.4K 0.02%
2,140
264
$57.8K 0.02%
2,238
+27
265
$57.3K 0.02%
223
+148
266
$55.2K 0.02%
+322
267
$55.1K 0.02%
2,175
268
$54.7K 0.02%
267
269
$54.5K 0.02%
1,226
270
$53.3K 0.02%
230
271
$52.5K 0.02%
981
272
$51.8K 0.02%
830
273
$50.4K 0.02%
1,514
274
$50.4K 0.02%
1,017
-10,000
275
$50.3K 0.02%
330
9 10
11
12 13