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
$271M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1 +$299K
2 +$201K
3 +$188K
4
WOLF icon
Wolfspeed
WOLF
+$184K
5
BSX icon
Boston Scientific
BSX
+$170K

Sector Composition

1 Technology 19.82%
2 Healthcare 15.97%
3 Consumer Discretionary 4.1%
4 Communication Services 3.5%
5 Financials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$20.6K 0.01%
175
377
$20.5K 0.01%
565
378
$20.4K 0.01%
434
379
$20.2K 0.01%
269
+1
380
$20.2K 0.01%
128
381
$20K 0.01%
339
382
$20K 0.01%
524
383
$19.9K 0.01%
24
384
$19.9K 0.01%
256
385
$19.7K 0.01%
438
386
$19.6K 0.01%
510
+2
387
$19.6K 0.01%
180
388
$19.6K 0.01%
505
389
$18.9K 0.01%
500
390
$18.8K 0.01%
+129
391
$18.6K 0.01%
1,437
392
$18.5K 0.01%
272
393
$18.2K 0.01%
317
394
$18.1K 0.01%
524
+6
395
$18.1K 0.01%
300
396
$17.8K 0.01%
165
397
$17.6K 0.01%
255
398
$17.5K 0.01%
180
-134
399
$17.3K 0.01%
180
400
$17.1K 0.01%
1,612
+2