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
276
$41K 0.02%
500
277
$40.3K 0.02%
515
278
$40.2K 0.02%
448
279
$40.1K 0.02%
1,903
+427
280
$39.9K 0.02%
338
281
$39.9K 0.02%
400
282
$39.9K 0.02%
555
283
$39.8K 0.02%
304
284
$39K 0.02%
571
285
$38.3K 0.02%
492
286
$37.7K 0.02%
1,766
287
$37.7K 0.02%
2,100
288
$37.3K 0.02%
122
289
$37.1K 0.02%
928
290
$36.7K 0.02%
638
+323
291
$36.6K 0.02%
362
292
$36.1K 0.02%
994
293
$35.9K 0.02%
362
294
$35.6K 0.02%
425
295
$35.5K 0.02%
124
296
$35.4K 0.02%
206
297
$34.8K 0.02%
349
298
$34.8K 0.02%
137
+50
299
$34.8K 0.02%
370
300
$34.7K 0.02%
768