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
$271M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1 +$299K
2 +$201K
3 +$188K
4
WOLF icon
Wolfspeed
WOLF
+$184K
5
BSX icon
Boston Scientific
BSX
+$170K

Sector Composition

1 Technology 19.82%
2 Healthcare 15.97%
3 Consumer Discretionary 4.1%
4 Communication Services 3.5%
5 Financials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$25.2K 0.01%
125
352
$25.1K 0.01%
928
353
$25K 0.01%
500
354
$24.7K 0.01%
224
355
$24.6K 0.01%
314
356
$24.5K 0.01%
680
357
$24.3K 0.01%
1,222
358
$24.1K 0.01%
139
359
$24K 0.01%
94
360
$23.9K 0.01%
131
361
$23.7K 0.01%
480
+2
362
$23.7K 0.01%
103
363
$23.5K 0.01%
264
364
$22.8K 0.01%
50
365
$22.8K 0.01%
148
366
$22.7K 0.01%
350
367
$22.5K 0.01%
216
368
$22.1K 0.01%
164
369
$22.1K 0.01%
103
370
$22.1K 0.01%
142
371
$21.9K 0.01%
1,655
372
$21.8K 0.01%
410
373
$20.8K 0.01%
365
374
$20.8K 0.01%
571
375
$20.7K 0.01%
69