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
$124M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Sells

1 +$10.2M
2 +$2.7M
3 +$366K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$103K
5
RTX icon
RTX Corp
RTX
+$60.5K

Sector Composition

1 Healthcare 28.79%
2 Technology 10.32%
3 Communication Services 3.21%
4 Consumer Discretionary 3.11%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$14.6K 0.01%
314
277
$14.5K 0.01%
191
278
$14.4K 0.01%
262
279
$14.3K 0.01%
299
280
$14.2K 0.01%
605
281
$14.1K 0.01%
815
+1
282
$14.1K 0.01%
1,088
283
$13.9K 0.01%
136
284
$13.9K 0.01%
52
285
$13.8K 0.01%
125
286
$13.8K 0.01%
304
+241
287
$13.7K 0.01%
175
288
$13.6K 0.01%
142
289
$13.5K 0.01%
+10
290
$13.4K 0.01%
409
291
$13.4K 0.01%
110
292
$13.1K 0.01%
873
+645
293
$12.9K 0.01%
+1,180
294
$12.9K 0.01%
304
295
$12.9K 0.01%
160
296
$12.8K 0.01%
83
+25
297
$12.6K 0.01%
1,020
298
$12.5K 0.01%
+59
299
$12.5K 0.01%
20
300
$12.4K 0.01%
1,306
+5