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
$288M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

1 +$887K
2 +$479K
3 +$422K
4
MMM icon
3M
MMM
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$169K

Sector Composition

1 Technology 19%
2 Healthcare 16.18%
3 Consumer Discretionary 4.43%
4 Communication Services 3.23%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$15.3K 0.01%
668
+9
427
$15.2K 0.01%
170
428
$15.1K 0.01%
209
429
$14.9K 0.01%
105
430
$14.9K 0.01%
67
431
$14.8K 0.01%
67
432
$14.8K 0.01%
549
433
$14.7K 0.01%
410
+1
434
$14.4K 0.01%
88
435
$14.3K 0.01%
6,750
436
$14.3K 0.01%
210
437
$14.1K ﹤0.01%
+642
438
$14K ﹤0.01%
700
439
$13.8K ﹤0.01%
144
440
$13.6K ﹤0.01%
328
441
$13.6K ﹤0.01%
124
442
$13.6K ﹤0.01%
129
443
$13.5K ﹤0.01%
164
444
$13.3K ﹤0.01%
119
445
$13.2K ﹤0.01%
544
446
$13.2K ﹤0.01%
50
447
$13.1K ﹤0.01%
408
+1
448
$13K ﹤0.01%
119
+1
449
$12.6K ﹤0.01%
335
450
$12.4K ﹤0.01%
148
+1