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FP

Financial Perspectives Portfolio holdings

AUM $358M
1-Year Est. Return 22.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$460K
2
+$346K
3
+$327K
4
CNQ icon
Canadian Natural Resources
CNQ
+$299K
5
JPM icon
JPMorgan Chase
JPM
+$245K

Top Sells

1
+$671K
2
+$421K
3
+$243K
4
MSFT icon
Microsoft
MSFT
+$209K
5
MDT icon
Medtronic
MDT
+$182K

Sector Composition

1 Technology 20.96%
2 Healthcare 13.38%
3 Consumer Discretionary 4.71%
4 Communication Services 3.76%
5 Financials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$66.7K 0.02%
277
277
$66.5K 0.02%
2,394
-263
278
$64.9K 0.02%
535
279
$64.1K 0.02%
222
+1
280
$62.1K 0.02%
394
281
$61.9K 0.02%
2,099
282
$61.9K 0.02%
767
283
$61.1K 0.02%
1,240
284
$60.6K 0.02%
1,226
285
$60.6K 0.02%
362
286
$60.2K 0.02%
1,696
+5
287
$59.5K 0.02%
670
288
$59.2K 0.02%
1,514
289
$58.9K 0.02%
944
+176
290
$58.2K 0.02%
2,982
-49
291
$58.1K 0.02%
320
292
$57.8K 0.02%
946
293
$57.7K 0.02%
2,052
+7
294
$57.5K 0.02%
2,140
295
$57.2K 0.02%
125
296
$56.3K 0.02%
470
-70
297
$56.1K 0.02%
989
-1
298
$56K 0.02%
400
+2
299
$55.9K 0.02%
2,123
300
$55.7K 0.02%
400
+27
10 11
12
13 14