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
$271M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1 +$299K
2 +$201K
3 +$188K
4
WOLF icon
Wolfspeed
WOLF
+$184K
5
BSX icon
Boston Scientific
BSX
+$170K

Sector Composition

1 Technology 19.82%
2 Healthcare 15.97%
3 Consumer Discretionary 4.1%
4 Communication Services 3.5%
5 Financials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$16.8K 0.01%
168
402
$16.8K 0.01%
2,432
403
$16.8K 0.01%
590
404
$16.6K 0.01%
100
405
$16.5K 0.01%
6,750
406
$16K 0.01%
518
+4
407
$16K 0.01%
176
408
$16K 0.01%
142
409
$15.9K 0.01%
100
410
$15.9K 0.01%
341
+3
411
$15.4K 0.01%
50
412
$15.4K 0.01%
209
413
$15.3K 0.01%
223
414
$15.2K 0.01%
549
415
$15.2K 0.01%
87
416
$14.8K 0.01%
88
417
$14.8K 0.01%
708
418
$14.8K 0.01%
170
419
$14.8K 0.01%
129
420
$14.6K 0.01%
209
421
$14.6K 0.01%
420
422
$14.6K 0.01%
144
423
$14.5K 0.01%
105
424
$14.4K 0.01%
490
425
$14.3K 0.01%
409
+1