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
276
$19.6K 0.01%
306
-59
277
$19.6K 0.01%
+867
278
$19.4K 0.01%
1,181
+1
279
$19K 0.01%
139
280
$19K 0.01%
505
281
$18.9K 0.01%
1,448
282
$18.8K 0.01%
185
283
$18.8K 0.01%
545
284
$18.7K 0.01%
122
285
$18.6K 0.01%
299
286
$18.2K 0.01%
409
287
$18.1K 0.01%
52
288
$18K 0.01%
240
289
$18K 0.01%
500
290
$17.9K 0.01%
1,038
+165
291
$17.9K 0.01%
254
292
$17.8K 0.01%
+744
293
$17.8K 0.01%
314
294
$17.5K 0.01%
125
295
$17.5K 0.01%
125
296
$17.5K 0.01%
210
297
$17.5K 0.01%
+256
298
$17.4K 0.01%
262
299
$17.3K 0.01%
1,088
300
$17.2K 0.01%
448