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
301
$16.9K 0.01%
500
302
$16.9K 0.01%
175
303
$16.8K 0.01%
59
304
$16.7K 0.01%
160
305
$16.6K 0.01%
639
+5
306
$16.5K 0.01%
168
307
$16.1K 0.01%
365
308
$15.8K 0.01%
199
309
$15.7K 0.01%
+266
310
$15K 0.01%
130
+17
311
$14.9K 0.01%
142
312
$14.3K 0.01%
88
313
$14.2K 0.01%
164
314
$14.1K 0.01%
240
-64
315
$14K 0.01%
20
316
$14K 0.01%
631
-815
317
$14K 0.01%
366
318
$14K 0.01%
191
319
$14K 0.01%
410
320
$13.6K 0.01%
582
321
$13.5K 0.01%
1,749
322
$13.4K 0.01%
100
323
$13.3K 0.01%
590
324
$13.2K 0.01%
235
325
$13.2K 0.01%
+241