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
301
$28.7K 0.02%
435
-117
302
$28.7K 0.02%
793
303
$28.5K 0.02%
400
304
$28.5K 0.02%
768
305
$28.3K 0.02%
638
306
$28K 0.02%
125
307
$27.8K 0.02%
634
308
$27.7K 0.02%
1,766
309
$27.3K 0.02%
497
310
$27.1K 0.02%
580
311
$26.9K 0.02%
398
312
$26.7K 0.02%
554
-98
313
$26.4K 0.01%
4,603
314
$25.9K 0.01%
335
+1
315
$25.9K 0.01%
392
+1
316
$25.7K 0.01%
448
317
$24.6K 0.01%
341
318
$24.4K 0.01%
105
319
$24.3K 0.01%
206
320
$24.3K 0.01%
356
+73
321
$24.1K 0.01%
112
322
$23.6K 0.01%
262
323
$23.5K 0.01%
185
324
$23.4K 0.01%
208
325
$23.1K 0.01%
1,088