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
401
$13K 0.01%
317
402
$13K 0.01%
262
+1
403
$12.9K 0.01%
281
404
$12.9K 0.01%
1,197
405
$12.9K 0.01%
529
406
$12.8K 0.01%
100
407
$12.7K 0.01%
74
408
$12.4K 0.01%
88
409
$12.3K 0.01%
115
410
$12.3K 0.01%
191
411
$12.3K 0.01%
103
412
$12.2K 0.01%
145
413
$12.2K 0.01%
330
414
$12.2K 0.01%
135
415
$11.9K 0.01%
200
416
$11.9K 0.01%
67
417
$11.8K 0.01%
209
418
$11.5K 0.01%
180
419
$11.4K 0.01%
264
420
$11.1K 0.01%
88
421
$11.1K 0.01%
50
422
$11.1K 0.01%
405
423
$11.1K 0.01%
505
424
$11K 0.01%
1,013
425
$11K 0.01%
161