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
$214M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$1.02M
3 +$990K
4
BIPC icon
Brookfield Infrastructure
BIPC
+$936K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$889K

Sector Composition

1 Healthcare 20.94%
2 Technology 16.21%
3 Consumer Discretionary 4.59%
4 Communication Services 3.45%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$13.2K 0.01%
130
427
$13.1K 0.01%
100
428
$13.1K 0.01%
200
429
$13.1K 0.01%
144
+1
430
$12.9K 0.01%
1,000
431
$12.9K 0.01%
605
432
$12.8K 0.01%
+1,013
433
$12.8K 0.01%
161
434
$12.7K 0.01%
55
435
$12.7K 0.01%
108
436
$12.6K 0.01%
50
437
$12.3K 0.01%
505
438
$12.3K 0.01%
100
439
$12.1K 0.01%
174
440
$11.9K 0.01%
325
+1
441
$11.8K 0.01%
456
+4
442
$11.7K 0.01%
24
443
$11.7K 0.01%
+2,800
444
$11.7K 0.01%
88
445
$11.5K 0.01%
250
446
$11.5K 0.01%
335
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447
$11.4K 0.01%
99
448
$11.1K 0.01%
27
449
$11.1K 0.01%
100
450
$11.1K 0.01%
110