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
$288M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

1 +$887K
2 +$479K
3 +$422K
4
MMM icon
3M
MMM
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$169K

Sector Composition

1 Technology 19%
2 Healthcare 16.18%
3 Consumer Discretionary 4.43%
4 Communication Services 3.23%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$18.4K 0.01%
1,586
-26
402
$17.9K 0.01%
144
403
$17.9K 0.01%
100
404
$17.7K 0.01%
2,494
405
$17.6K 0.01%
295
-183
406
$17.3K 0.01%
176
407
$17.2K 0.01%
143
+1
408
$17.2K 0.01%
1,222
409
$17.1K 0.01%
255
410
$17K 0.01%
420
411
$16.9K 0.01%
93
412
$16.6K 0.01%
344
+3
413
$16.5K 0.01%
100
414
$16.5K 0.01%
87
415
$16.4K 0.01%
490
416
$16.3K 0.01%
50
417
$16K 0.01%
128
418
$16K 0.01%
223
419
$15.8K 0.01%
711
+3
420
$15.6K 0.01%
88
421
$15.5K 0.01%
115
422
$15.5K 0.01%
264
423
$15.4K 0.01%
212
424
$15.4K 0.01%
230
425
$15.3K 0.01%
26