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FP

Financial Perspectives Portfolio holdings

AUM $358M
1-Year Est. Return 22.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$460K
2
+$346K
3
+$327K
4
CNQ icon
Canadian Natural Resources
CNQ
+$299K
5
JPM icon
JPMorgan Chase
JPM
+$245K

Top Sells

1
+$671K
2
+$421K
3
+$243K
4
MSFT icon
Microsoft
MSFT
+$209K
5
MDT icon
Medtronic
MDT
+$182K

Sector Composition

1 Technology 20.96%
2 Healthcare 13.38%
3 Consumer Discretionary 4.71%
4 Communication Services 3.76%
5 Financials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$38.1K 0.01%
4,603
352
$37.9K 0.01%
500
353
$37.7K 0.01%
565
+1
354
$37.2K 0.01%
500
355
$37.2K 0.01%
392
356
$36.3K 0.01%
543
357
$35.7K 0.01%
412
358
$35.7K 0.01%
381
359
$35.1K 0.01%
+1,140
360
$35.1K 0.01%
185
361
$35.1K 0.01%
338
362
$34.7K 0.01%
1,659
363
$34.6K 0.01%
385
364
$34.5K 0.01%
646
365
$34.3K 0.01%
699
+563
366
$34K 0.01%
262
367
$33.9K 0.01%
1,088
368
$33.7K 0.01%
500
369
$33.7K 0.01%
427
370
$33.7K 0.01%
1,447
+20
371
$33.4K 0.01%
804
372
$33.4K 0.01%
125
373
$33K 0.01%
250
-160
374
$32.9K 0.01%
410
375
$32.7K 0.01%
434
13 14
15
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