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
326
$22.9K 0.01%
1,416
327
$22.8K 0.01%
927
328
$22.8K 0.01%
546
-20
329
$22.5K 0.01%
408
+8
330
$22.1K 0.01%
155
331
$22K 0.01%
505
332
$21.9K 0.01%
300
333
$21.9K 0.01%
500
334
$21.5K 0.01%
515
335
$21.5K 0.01%
510
336
$21.4K 0.01%
2,018
337
$21.2K 0.01%
142
338
$21.1K 0.01%
2,104
339
$20.8K 0.01%
200
340
$20.7K 0.01%
594
+27
341
$20.7K 0.01%
1,240
342
$20.6K 0.01%
928
343
$20.6K 0.01%
350
344
$20.6K 0.01%
139
345
$20.6K 0.01%
3,278
346
$20.1K 0.01%
500
347
$20K 0.01%
410
348
$19.7K 0.01%
268
349
$19.5K 0.01%
148
350
$19.4K 0.01%
168