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
$199M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Sells

1 +$805K
2 +$633K
3 +$496K
4
BN icon
Brookfield
BN
+$484K
5
NVO icon
Novo Nordisk
NVO
+$433K

Sector Composition

1 Healthcare 23.87%
2 Technology 15.26%
3 Consumer Discretionary 6.09%
4 Communication Services 4.13%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$16.5K 0.01%
3,415
-1,399
377
$16.4K 0.01%
168
378
$16.3K 0.01%
94
379
$16.3K 0.01%
1,570
380
$16.1K 0.01%
196
+63
381
$16.1K 0.01%
264
382
$16K 0.01%
50
+11
383
$15.9K 0.01%
256
384
$15.7K 0.01%
143
+1
385
$15.7K 0.01%
103
386
$15.7K 0.01%
235
387
$15.7K 0.01%
258
+1
388
$15.4K 0.01%
108
389
$15.3K 0.01%
238
390
$15.3K 0.01%
200
391
$15.2K 0.01%
544
392
$15.2K 0.01%
307
393
$15.2K 0.01%
100
394
$14.8K 0.01%
180
-14
395
$14.7K 0.01%
1,000
396
$14.6K 0.01%
100
397
$14.5K 0.01%
317
398
$14.5K 0.01%
1,020
399
$14.4K 0.01%
66
400
$14.4K 0.01%
483