FP
Financial Perspectives Portfolio holdings
AUM
$331M
1-Year Return
22.12%
This Quarter Return
+4.86%
1 Year Return
+22.12%
3 Year Return
+78.31%
5 Year Return
+117.34%
10 Year Return
–
AUM
$271M
AUM Growth
+$6.98M
(+2.6%)
Cap. Flow
-$3.04M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
44.21%
Holding
688
New
19
Increased
142
Reduced
39
Closed
7
Top Buys
| 1 |
HDFC Bank
HDB
|
+$299K |
| 2 |
Shopify
SHOP
|
+$201K |
| 3 |
Solventum
SOLV
|
+$188K |
| 4 |
Wolfspeed
WOLF
|
+$184K |
| 5 |
Boston Scientific
BSX
|
+$170K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.51M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$914K |
| 3 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$495K |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$433K |
| 5 |
WisdomTree Global High Dividend Fund
DEW
|
+$311K |
Sector Composition
| 1 | Technology | 19.82% |
| 2 | Healthcare | 15.97% |
| 3 | Consumer Discretionary | 4.1% |
| 4 | Communication Services | 3.5% |
| 5 | Financials | 3.06% |
