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
$331M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Sells

1 +$750K
2 +$354K
3 +$331K
4
BSX icon
Boston Scientific
BSX
+$327K
5
MELI icon
Mercado Libre
MELI
+$277K

Sector Composition

1 Technology 19.9%
2 Healthcare 14.1%
3 Consumer Discretionary 4.79%
4 Financials 3.51%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PIPR icon
376
Piper Sandler
PIPR
$5.3B
$28.6K 0.01%
103
U icon
377
Unity
U
$15.8B
$28.2K 0.01%
1,166
QTWO icon
378
Q2 Holdings
QTWO
$4.45B
$28.1K 0.01%
300
KURE icon
379
KraneShares MSCI All China Health Care Index ETF
KURE
$103M
$28.1K 0.01%
1,659
TJX icon
380
TJX Companies
TJX
$162B
$27.7K 0.01%
224
GMAB icon
381
Genmab
GMAB
$18.9B
$27.5K 0.01%
1,333
TFC icon
382
Truist Financial
TFC
$57.1B
$27.4K 0.01%
637
CB icon
383
Chubb
CB
$117B
$27.2K 0.01%
94
HRL icon
384
Hormel Foods
HRL
$12.3B
$27.2K 0.01%
900
PNC icon
385
PNC Financial Services
PNC
$71.4B
$26.5K 0.01%
142
XLY icon
386
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
$26.1K 0.01%
120
UPS icon
387
United Parcel Service
UPS
$80.5B
$25.6K 0.01%
254
RIO icon
388
Rio Tinto
RIO
$115B
$25.6K 0.01%
439
+8
MMYT icon
389
MakeMyTrip
MMYT
$7.26B
$25.6K 0.01%
261
TCOM icon
390
Trip.com Group
TCOM
$46.7B
$25.5K 0.01%
434
+62
IWY icon
391
iShares Russell Top 200 Growth ETF
IWY
$16B
$25.4K 0.01%
103
LOGI icon
392
Logitech
LOGI
$16.8B
$25.3K 0.01%
281
CME icon
393
CME Group
CME
$102B
$25K 0.01%
91
HYI
394
Western Asset High Yield Opportunity Fund Inc
HYI
$254M
$24.5K 0.01%
2,045
FLEX icon
395
Flex
FLEX
$21.9B
$24.5K 0.01%
490
AIEQ icon
396
Amplify AI Powered Equity ETF
AIEQ
$117M
$23.9K 0.01%
565
FBT icon
397
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.23B
$23.9K 0.01%
148
EXC icon
398
Exelon
EXC
$47.1B
$23.6K 0.01%
544
+5
FITB icon
399
Fifth Third Bancorp
FITB
$27.7B
$23.5K 0.01%
571
ILCB icon
400
iShares Morningstar US Equity ETF
ILCB
$1.15B
$23.4K 0.01%
273
+1