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
351
$19.4K 0.01%
532
352
$19.3K 0.01%
200
353
$19.1K 0.01%
137
354
$19K 0.01%
365
355
$18.6K 0.01%
1,437
356
$18.4K 0.01%
491
+4
357
$18.4K 0.01%
62
358
$18.3K 0.01%
365
359
$18.2K 0.01%
571
360
$18.2K 0.01%
385
361
$17.9K 0.01%
810
-48
362
$17.7K 0.01%
465
+2
363
$17.7K 0.01%
2,175
364
$17.7K 0.01%
284
365
$17.4K 0.01%
1,448
366
$17.4K 0.01%
256
367
$17.3K 0.01%
170
+93
368
$17.1K 0.01%
94
369
$16.9K 0.01%
590
370
$16.7K 0.01%
100
371
$16.5K 0.01%
124
372
$16.4K 0.01%
2,475
373
$16.4K 0.01%
210
374
$16.3K 0.01%
564
375
$16.2K 0.01%
175