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
$288M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

1 +$887K
2 +$479K
3 +$422K
4
MMM icon
3M
MMM
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$169K

Sector Composition

1 Technology 19%
2 Healthcare 16.18%
3 Consumer Discretionary 4.43%
4 Communication Services 3.23%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$22.3K 0.01%
164
377
$22K 0.01%
175
378
$21.6K 0.01%
505
379
$21.4K 0.01%
529
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380
$21.4K 0.01%
270
+1
381
$21.3K 0.01%
680
382
$21.3K 0.01%
339
383
$21.2K 0.01%
565
384
$21K 0.01%
272
385
$20.9K 0.01%
512
+2
386
$20.9K 0.01%
+804
387
$20.5K 0.01%
438
388
$20.4K 0.01%
1,437
389
$20K 0.01%
590
390
$20K 0.01%
165
391
$19.9K 0.01%
129
392
$19.7K 0.01%
2,432
393
$19.4K 0.01%
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394
$19.3K 0.01%
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395
$19.2K 0.01%
190
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396
$18.9K 0.01%
69
397
$18.7K 0.01%
180
398
$18.6K 0.01%
209
399
$18.5K 0.01%
522
+4
400
$18.5K 0.01%
317