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
$214M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$1.02M
3 +$990K
4
BIPC icon
Brookfield Infrastructure
BIPC
+$936K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$889K

Sector Composition

1 Healthcare 20.94%
2 Technology 16.21%
3 Consumer Discretionary 4.59%
4 Communication Services 3.45%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$23K 0.01%
230
+101
352
$22.7K 0.01%
+879
353
$22.4K 0.01%
590
354
$22.1K 0.01%
148
355
$21.9K 0.01%
268
356
$21.9K 0.01%
1,240
357
$21.7K 0.01%
350
358
$21.7K 0.01%
2,475
359
$21.7K 0.01%
175
360
$21.6K 0.01%
365
361
$21.5K 0.01%
+418
362
$21.4K 0.01%
+200
363
$21.4K 0.01%
270
364
$21.3K 0.01%
545
365
$21K 0.01%
2,104
366
$20.9K 0.01%
3,278
367
$20.8K 0.01%
564
368
$20.8K 0.01%
216
369
$20.7K 0.01%
281
370
$20.6K 0.01%
1,437
371
$20.5K 0.01%
+777
372
$20.3K 0.01%
395
373
$20.2K 0.01%
200
374
$20.1K 0.01%
94
375
$19.9K 0.01%
333