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
$288M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

1 +$887K
2 +$479K
3 +$422K
4
MMM icon
3M
MMM
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$169K

Sector Composition

1 Technology 19%
2 Healthcare 16.18%
3 Consumer Discretionary 4.43%
4 Communication Services 3.23%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$27.1K 0.01%
94
352
$27K 0.01%
314
353
$26.4K 0.01%
264
354
$26.3K 0.01%
224
355
$26.2K 0.01%
142
356
$26.1K 0.01%
482
+2
357
$25.8K 0.01%
434
358
$25.6K 0.01%
+920
359
$25.4K 0.01%
148
360
$25.4K 0.01%
1,764
361
$25.2K 0.01%
281
362
$25.2K 0.01%
+73
363
$25K 0.01%
50
364
$24.5K 0.01%
485
-52
365
$24.5K 0.01%
571
366
$24.4K 0.01%
350
367
$24.3K 0.01%
261
+144
368
$24K 0.01%
120
-11
369
$23.9K 0.01%
300
370
$23.8K 0.01%
180
371
$23.1K 0.01%
256
372
$22.7K 0.01%
365
373
$22.7K 0.01%
103
374
$22.4K 0.01%
410
375
$22.3K 0.01%
24