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
$264M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Sells

1 +$684K
2 +$535K
3 +$471K
4
TMDX icon
Transmedics
TMDX
+$372K
5
MDT icon
Medtronic
MDT
+$335K

Sector Composition

1 Technology 17.66%
2 Healthcare 16.62%
3 Consumer Discretionary 3.95%
4 Communication Services 3.25%
5 Financials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$10.7K ﹤0.01%
700
452
$10.7K ﹤0.01%
27
453
$10.7K ﹤0.01%
106
454
$10.6K ﹤0.01%
275
455
$10.5K ﹤0.01%
115
-33
456
$10.4K ﹤0.01%
144
457
$10.3K ﹤0.01%
401
+3
458
$10.3K ﹤0.01%
63
459
$10.3K ﹤0.01%
100
460
$9.88K ﹤0.01%
50
461
$9.76K ﹤0.01%
250
462
$9.66K ﹤0.01%
14
463
$9.56K ﹤0.01%
217
464
$9.43K ﹤0.01%
149
465
$9.42K ﹤0.01%
81
466
$9.27K ﹤0.01%
74
467
$9.2K ﹤0.01%
99
468
$9.09K ﹤0.01%
132
469
$8.9K ﹤0.01%
284
470
$8.89K ﹤0.01%
66
471
$8.89K ﹤0.01%
324
472
$8.81K ﹤0.01%
605
473
$8.78K ﹤0.01%
194
+1
474
$8.75K ﹤0.01%
252
475
$8.61K ﹤0.01%
1,000