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FP

Financial Perspectives Portfolio holdings

AUM $358M
1-Year Est. Return 22.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$460K
2
+$346K
3
+$327K
4
CNQ icon
Canadian Natural Resources
CNQ
+$299K
5
JPM icon
JPMorgan Chase
JPM
+$245K

Top Sells

1
+$671K
2
+$421K
3
+$243K
4
MSFT icon
Microsoft
MSFT
+$209K
5
MDT icon
Medtronic
MDT
+$182K

Sector Composition

1 Technology 20.96%
2 Healthcare 13.38%
3 Consumer Discretionary 4.71%
4 Communication Services 3.76%
5 Financials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$19.8K 0.01%
2,020
427
$19.8K 0.01%
100
428
$19.7K 0.01%
238
429
$19.7K 0.01%
1,360
430
$19.7K 0.01%
264
431
$19.6K 0.01%
317
432
$19.6K 0.01%
170
433
$19.6K 0.01%
144
434
$19.4K 0.01%
165
435
$19.3K 0.01%
155
+50
436
$19.1K 0.01%
408
437
$19K 0.01%
190
438
$19K 0.01%
238
439
$18.9K 0.01%
50
440
$18.7K 0.01%
54
441
$18.5K 0.01%
720
+2
442
$18.5K 0.01%
77
443
$18.4K 0.01%
544
444
$18.2K 0.01%
272
445
$17.9K 0.01%
264
446
$17.6K ﹤0.01%
209
447
$17.5K ﹤0.01%
212
448
$17.4K ﹤0.01%
209
449
$17.3K ﹤0.01%
359
+4
450
$16.8K ﹤0.01%
581
16 17
18
19 20