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
$264M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Sells

1 +$684K
2 +$535K
3 +$471K
4
TMDX icon
Transmedics
TMDX
+$372K
5
MDT icon
Medtronic
MDT
+$335K

Sector Composition

1 Technology 17.66%
2 Healthcare 16.62%
3 Consumer Discretionary 3.95%
4 Communication Services 3.25%
5 Financials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$16.4K 0.01%
24
402
$16.2K 0.01%
168
403
$16.1K 0.01%
144
404
$16K 0.01%
420
405
$15.8K 0.01%
338
+3
406
$15.8K 0.01%
151
407
$15.8K 0.01%
514
+5
408
$15.8K 0.01%
300
409
$15.6K 0.01%
255
410
$15.6K 0.01%
87
411
$15.5K 0.01%
142
+1
412
$15.5K 0.01%
93
413
$15.3K 0.01%
180
414
$15.2K 0.01%
264
415
$15.2K 0.01%
549
+4
416
$15K 0.01%
50
417
$14.8K 0.01%
209
-1
418
$14.7K 0.01%
88
419
$14.6K 0.01%
88
420
$14.6K 0.01%
50
421
$14.5K 0.01%
170
422
$14.4K 0.01%
67
423
$14.4K 0.01%
708
+3
424
$14.4K 0.01%
212
425
$14.2K 0.01%
114
+1