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
$214M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$1.02M
3 +$990K
4
BIPC icon
Brookfield Infrastructure
BIPC
+$936K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$889K

Sector Composition

1 Healthcare 20.94%
2 Technology 16.21%
3 Consumer Discretionary 4.59%
4 Communication Services 3.45%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$19.9K 0.01%
1,222
377
$19.7K 0.01%
409
+1
378
$19.2K 0.01%
1,764
-15
379
$19.1K 0.01%
469
380
$18.9K 0.01%
235
381
$18.9K 0.01%
529
382
$18.8K 0.01%
100
383
$18.8K 0.01%
124
384
$18.8K 0.01%
168
385
$18.6K 0.01%
256
386
$18.5K 0.01%
210
387
$18.5K 0.01%
300
388
$18.1K 0.01%
483
389
$17.9K 0.01%
153
+14
390
$17.8K 0.01%
330
391
$17.2K 0.01%
284
392
$17.2K 0.01%
410
393
$17.2K 0.01%
+2,222
394
$17.1K 0.01%
524
395
$16.6K 0.01%
50
396
$16.4K 0.01%
103
397
$16.4K 0.01%
260
+1
398
$16.3K 0.01%
432
399
$16.3K 0.01%
252
400
$16K 0.01%
315