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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
326
$45K 0.01%
221
-21
327
$44.9K 0.01%
252
-32
328
$44.5K 0.01%
638
+2
329
$43.6K 0.01%
135
330
$43.5K 0.01%
855
331
$42.5K 0.01%
262
332
$42.2K 0.01%
296
333
$42.1K 0.01%
220
334
$42K 0.01%
822
+6
335
$40.9K 0.01%
1,333
336
$40.8K 0.01%
580
337
$40.8K 0.01%
645
338
$40.7K 0.01%
119
339
$40.2K 0.01%
50
340
$39.3K 0.01%
571
341
$39.3K 0.01%
476
342
$39.2K 0.01%
522
343
$39.1K 0.01%
112
344
$39.1K 0.01%
365
345
$39.1K 0.01%
2,312
346
$39K 0.01%
929
347
$38.5K 0.01%
1,195
348
$38.3K 0.01%
502
+1
349
$38.3K 0.01%
140
350
$38.2K 0.01%
301
12 13
14
15 16