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
$178M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 20.43%
2 Technology 15.13%
3 Consumer Discretionary 4.08%
4 Financials 3.13%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$34.5K 0.02%
137
277
$34.3K 0.02%
283
-50
278
$34.2K 0.02%
515
279
$33.7K 0.02%
500
280
$33.6K 0.02%
304
281
$33.4K 0.02%
500
282
$32.9K 0.02%
408
283
$32.7K 0.02%
1,602
-4,099
284
$32.1K 0.02%
247
285
$31.9K 0.02%
898
286
$31.9K 0.02%
615
287
$31.9K 0.02%
571
288
$30.8K 0.02%
460
+2
289
$30.8K 0.02%
228
290
$30.7K 0.02%
370
291
$30.2K 0.02%
349
292
$30.1K 0.02%
361
293
$30K 0.02%
1,903
294
$29.9K 0.02%
1,000
295
$29.8K 0.02%
240
296
$29.6K 0.02%
2,100
297
$29.6K 0.02%
362
298
$29.4K 0.02%
669
+4
299
$29K 0.02%
338
300
$29K 0.02%
200