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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
301
$55.7K 0.02%
685
302
$55.4K 0.02%
546
303
$55.1K 0.02%
830
304
$55K 0.02%
1,766
305
$54.9K 0.02%
112
306
$54.7K 0.02%
222
307
$54.2K 0.02%
2,447
308
$53.9K 0.01%
400
309
$53.4K 0.01%
708
310
$53.3K 0.01%
151
311
$53.2K 0.01%
640
312
$52.5K 0.01%
400
+100
313
$51.7K 0.01%
536
+4
314
$51.5K 0.01%
224
315
$51K 0.01%
455
316
$51K 0.01%
267
317
$49.6K 0.01%
8,945
318
$48.3K 0.01%
716
319
$48.1K 0.01%
1,066
320
$47.6K 0.01%
427
321
$46.7K 0.01%
1,166
322
$46.4K 0.01%
124
323
$45.9K 0.01%
343
324
$45.1K 0.01%
160
325
$45.1K 0.01%
320
11 12
13
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