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
326
$29.7K 0.01%
262
327
$29.5K 0.01%
692
+4
328
$29.3K 0.01%
500
329
$28.9K 0.01%
3,878
-368
330
$28.4K 0.01%
4,603
331
$28.3K 0.01%
571
332
$28.2K 0.01%
476
333
$28.1K 0.01%
427
+8
334
$28.1K 0.01%
286
335
$28K 0.01%
410
336
$27.7K 0.01%
160
337
$27.4K 0.01%
900
338
$27.3K 0.01%
478
+4
339
$27.3K 0.01%
230
340
$27.2K 0.01%
281
341
$27.1K 0.01%
124
+38
342
$27.1K 0.01%
105
343
$27K 0.01%
214
344
$26.6K 0.01%
768
345
$26.5K 0.01%
261
346
$26K 0.01%
1,240
347
$25.8K 0.01%
537
-2,671
348
$25.8K 0.01%
289
+1
349
$25.8K 0.01%
765
350
$25.6K 0.01%
1,764