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

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
301
$39.4K 0.01%
500
302
$38.9K 0.01%
124
303
$38.7K 0.01%
266
304
$38.7K 0.01%
580
305
$38.5K 0.01%
543
306
$37.7K 0.01%
492
307
$37.4K 0.01%
595
308
$36.9K 0.01%
365
309
$36.3K 0.01%
340
310
$36.3K 0.01%
362
311
$36.2K 0.01%
+1,411
312
$34.9K 0.01%
634
313
$34.6K 0.01%
546
314
$33.5K 0.01%
1,333
315
$33K 0.01%
300
316
$33K 0.01%
1,676
317
$32.9K 0.01%
175
318
$32.7K 0.01%
345
319
$32.6K 0.01%
499
+1
320
$32K 0.01%
160
321
$32K 0.01%
381
322
$30.8K 0.01%
112
323
$30.6K 0.01%
349
324
$30.4K 0.01%
185
325
$29.9K 0.01%
1,088