We are live on ! Find out more
FP

Financial Perspectives Portfolio holdings

AUM $358M
1-Year Est. Return 22.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$460K
2 +$346K
3 +$327K
4
CNQ icon
Canadian Natural Resources
CNQ
+$299K
5
JPM icon
JPMorgan Chase
JPM
+$245K

Top Sells

1 +$671K
2 +$421K
3 +$243K
4
MSFT icon
Microsoft
MSFT
+$209K
5
MDT icon
Medtronic
MDT
+$182K

Sector Composition

1 Technology 20.96%
2 Healthcare 13.38%
3 Consumer Discretionary 4.71%
4 Communication Services 3.76%
5 Financials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$32.6K 0.01%
166
377
$32.6K 0.01%
292
+1
378
$32.4K 0.01%
224
379
$31.8K 0.01%
438
380
$30.9K 0.01%
1,221
+9
381
$30.8K 0.01%
281
382
$30.8K 0.01%
524
+1
383
$30.8K 0.01%
109
+15
384
$30.3K 0.01%
+120
385
$29.9K 0.01%
521
-2,026
386
$29.3K 0.01%
443
+4
387
$29.1K 0.01%
637
388
$29K 0.01%
768
389
$28.8K 0.01%
122
390
$28.8K 0.01%
240
391
$28.5K 0.01%
142
392
$28.5K 0.01%
1,676
393
$28.4K 0.01%
490
394
$28.2K 0.01%
103
395
$27.5K 0.01%
408
396
$26.5K 0.01%
148
397
$25.4K 0.01%
571
398
$25.4K 0.01%
565
399
$25.3K 0.01%
273
400
$24.7K 0.01%
549
+5