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
426
$11K 0.01%
105
427
$10.8K 0.01%
75
428
$10.8K 0.01%
103
429
$10.7K 0.01%
50
430
$10.7K 0.01%
2,955
431
$10.5K 0.01%
139
+1
432
$10.5K 0.01%
139
+1
433
$10.4K 0.01%
174
434
$10.3K 0.01%
3,959
435
$10.2K 0.01%
100
436
$10.2K 0.01%
486
+26
437
$10.2K 0.01%
125
438
$10K 0.01%
402
439
$9.84K 0.01%
200
440
$9.83K 0.01%
702
441
$9.8K 0.01%
99
442
$9.69K 0.01%
544
443
$9.66K 0.01%
300
444
$9.22K 0.01%
325
445
$9.12K 0.01%
605
446
$9.08K 0.01%
100
447
$9.01K 0.01%
210
+1
448
$8.99K 0.01%
148
449
$8.84K 0.01%
275
450
$8.78K ﹤0.01%
24