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
426
$14.3K 0.01%
212
427
$14.2K 0.01%
264
428
$14.1K 0.01%
151
429
$13.9K 0.01%
115
430
$13.5K 0.01%
93
431
$13.3K ﹤0.01%
88
432
$13.2K ﹤0.01%
67
433
$12.9K ﹤0.01%
659
+10
434
$12.8K ﹤0.01%
328
435
$12.6K ﹤0.01%
144
436
$12.4K ﹤0.01%
114
437
$12.3K ﹤0.01%
50
438
$12.2K ﹤0.01%
26
439
$12.2K ﹤0.01%
118
+1
440
$12.1K ﹤0.01%
124
441
$12.1K ﹤0.01%
505
442
$12K ﹤0.01%
119
443
$12K ﹤0.01%
407
+2
444
$11.9K ﹤0.01%
210
445
$11.9K ﹤0.01%
335
446
$11.7K ﹤0.01%
579
+4
447
$11.6K ﹤0.01%
544
448
$11.5K ﹤0.01%
164
449
$11.5K ﹤0.01%
40
+1
450
$11.4K ﹤0.01%
14