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
326
$31.8K 0.01%
692
327
$31.7K 0.01%
497
-301
328
$31.7K 0.01%
261
329
$31.6K 0.01%
928
330
$31.4K 0.01%
112
331
$31.3K 0.01%
105
332
$30.9K 0.01%
286
333
$30.7K 0.01%
431
+4
334
$30.4K 0.01%
1,240
335
$30.1K 0.01%
112
336
$30.1K 0.01%
214
337
$29.8K 0.01%
768
338
$29.3K 0.01%
410
339
$29.2K 0.01%
103
340
$28.7K 0.01%
3,484
-394
341
$28.6K 0.01%
500
342
$28.6K 0.01%
125
343
$28.5K 0.01%
900
344
$28.5K 0.01%
765
345
$28K 0.01%
1,676
346
$27.9K 0.01%
340
347
$27.7K 0.01%
216
348
$27.7K 0.01%
1,655
349
$27.4K 0.01%
408
350
$27.2K 0.01%
139