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
$246M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Sells

1 +$212K
2 +$163K
3 +$144K
4
ILMN icon
Illumina
ILMN
+$96.2K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$77.1K

Sector Composition

1 Technology 17.48%
2 Healthcare 17.14%
3 Consumer Discretionary 4.1%
4 Financials 3.11%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$25.5K 0.01%
500
352
$25.5K 0.01%
164
353
$25.4K 0.01%
807
354
$25.2K 0.01%
470
+5
355
$25K 0.01%
928
+1
356
$24.9K 0.01%
365
357
$24.7K 0.01%
314
358
$24.6K 0.01%
765
359
$24.1K 0.01%
680
360
$23.7K 0.01%
314
361
$23.6K 0.01%
102
-11
362
$23.4K 0.01%
131
363
$23.4K 0.01%
148
364
$23.2K 0.01%
476
+2
365
$23K 0.01%
350
366
$22.9K 0.01%
500
367
$22.5K 0.01%
410
+1
368
$22K 0.01%
142
369
$21.7K 0.01%
96
+2
370
$21.1K 0.01%
270
371
$20.5K 0.01%
590
372
$20.5K 0.01%
1,437
373
$20.3K 0.01%
77
+2
374
$20.2K 0.01%
52
+2
375
$20.2K 0.01%
438
+3