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
$246M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Sells

1 +$212K
2 +$163K
3 +$144K
4
ILMN icon
Illumina
ILMN
+$96.2K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$77.1K

Sector Composition

1 Technology 17.48%
2 Healthcare 17.14%
3 Consumer Discretionary 4.1%
4 Financials 3.11%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$13.8K 0.01%
144
+11
427
$13.8K 0.01%
212
+179
428
$13.7K 0.01%
50
+41
429
$13.7K 0.01%
151
430
$13.7K 0.01%
135
431
$13.6K 0.01%
176
432
$13.5K 0.01%
115
433
$13.4K 0.01%
93
434
$13.3K 0.01%
545
435
$13.2K 0.01%
700
436
$13.1K 0.01%
705
+3
437
$13K 0.01%
100
438
$13K 0.01%
300
439
$13K 0.01%
50
440
$13K 0.01%
210
441
$12.9K 0.01%
284
442
$12.8K 0.01%
209
443
$12.8K 0.01%
105
444
$12.8K 0.01%
105
445
$12.7K 0.01%
150
446
$12.7K 0.01%
210
447
$12.7K 0.01%
264
448
$12.3K 0.01%
128
449
$12.3K 0.01%
328
+42
450
$12.3K 0.01%
113