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
$214M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$1.02M
3 +$990K
4
BIPC icon
Brookfield Infrastructure
BIPC
+$936K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$889K

Sector Composition

1 Healthcare 20.94%
2 Technology 16.21%
3 Consumer Discretionary 4.59%
4 Communication Services 3.45%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$10.9K 0.01%
+220
452
$10.6K ﹤0.01%
90
453
$10.5K ﹤0.01%
224
454
$10.5K ﹤0.01%
265
455
$10.4K ﹤0.01%
255
456
$10.3K ﹤0.01%
275
457
$10.3K ﹤0.01%
500
458
$10.2K ﹤0.01%
+117
459
$10.2K ﹤0.01%
1,699
460
$10.2K ﹤0.01%
41
461
$10.1K ﹤0.01%
+75
462
$10K ﹤0.01%
128
463
$9.97K ﹤0.01%
50
464
$9.96K ﹤0.01%
100
465
$9.78K ﹤0.01%
1,570
466
$9.76K ﹤0.01%
107
467
$9.67K ﹤0.01%
108
+1
468
$9.39K ﹤0.01%
142
+1
469
$9.36K ﹤0.01%
405
470
$9.24K ﹤0.01%
282
471
$9.15K ﹤0.01%
400
+300
472
$9.09K ﹤0.01%
650
473
$9.08K ﹤0.01%
38
+1
474
$9K ﹤0.01%
+160
475
$8.87K ﹤0.01%
124