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
$288M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

1 +$887K
2 +$479K
3 +$422K
4
MMM icon
3M
MMM
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$169K

Sector Composition

1 Technology 19%
2 Healthcare 16.18%
3 Consumer Discretionary 4.43%
4 Communication Services 3.23%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$41.2K 0.01%
634
302
$41.1K 0.01%
124
303
$40.9K 0.01%
338
304
$40.6K 0.01%
798
+7
305
$40.1K 0.01%
266
306
$39.9K 0.01%
293
307
$39.5K 0.01%
595
308
$38.7K 0.01%
492
309
$38.1K 0.01%
161
+37
310
$36.7K 0.01%
499
311
$36.2K 0.01%
500
312
$35.9K 0.01%
345
313
$35.8K 0.01%
349
314
$35.4K 0.01%
160
315
$35K 0.01%
571
316
$34.9K 0.01%
4,603
317
$34.6K 0.01%
381
318
$34.2K 0.01%
546
319
$33.2K 0.01%
476
320
$33.1K 0.01%
185
321
$32.8K 0.01%
300
322
$32.5K 0.01%
1,333
323
$32.4K 0.01%
1,088
324
$32.4K 0.01%
262
325
$32.3K 0.01%
289