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
$178M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 20.43%
2 Technology 15.13%
3 Consumer Discretionary 4.08%
4 Financials 3.13%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$16.1K 0.01%
765
377
$16.1K 0.01%
425
378
$15.9K 0.01%
1,699
379
$15.7K 0.01%
270
380
$15.6K 0.01%
168
381
$15.5K 0.01%
51
382
$15.4K 0.01%
410
383
$15.1K 0.01%
264
384
$15.1K 0.01%
1,769
+3
385
$15K 0.01%
395
386
$14.8K 0.01%
412
+2
387
$14.8K 0.01%
164
388
$14.8K 0.01%
50
389
$14.8K 0.01%
524
390
$14.6K 0.01%
320
+2
391
$14.6K 0.01%
495
392
$14.5K 0.01%
1,222
393
$14.4K 0.01%
469
394
$14.4K 0.01%
252
395
$14.2K 0.01%
1,570
396
$14.1K 0.01%
128
397
$13.9K 0.01%
216
398
$13.3K 0.01%
545
399
$13.3K 0.01%
160
400
$13.2K 0.01%
129
-101