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
276
$49.7K 0.02%
1,541
277
$48.5K 0.02%
265
278
$48.3K 0.02%
824
279
$48.3K 0.02%
125
280
$47.8K 0.02%
8,945
281
$47.5K 0.02%
630
+1
282
$47.1K 0.02%
628
+7
283
$47K 0.02%
1,766
284
$46.3K 0.02%
408
285
$46.2K 0.02%
798
+2
286
$45.8K 0.02%
304
287
$45.5K 0.02%
2,124
288
$45.3K 0.02%
946
289
$45.1K 0.02%
410
290
$44.7K 0.02%
104
291
$44.3K 0.02%
1,066
292
$44.2K 0.02%
623
+4
293
$43K 0.02%
146
294
$42.9K 0.02%
112
295
$42.4K 0.02%
716
296
$41K 0.02%
2,312
297
$40.7K 0.02%
522
298
$40.2K 0.01%
+791
299
$40.1K 0.01%
293
300
$39.6K 0.01%
338
10 11
12
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