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
$271M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1 +$299K
2 +$201K
3 +$188K
4
WOLF icon
Wolfspeed
WOLF
+$184K
5
BSX icon
Boston Scientific
BSX
+$170K

Sector Composition

1 Technology 19.82%
2 Healthcare 15.97%
3 Consumer Discretionary 4.1%
4 Communication Services 3.5%
5 Financials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$11.4K ﹤0.01%
105
452
$11.3K ﹤0.01%
224
453
$11.1K ﹤0.01%
147
+1
454
$10.9K ﹤0.01%
106
455
$10.8K ﹤0.01%
250
456
$10.8K ﹤0.01%
81
457
$10.8K ﹤0.01%
100
458
$10.7K ﹤0.01%
100
459
$10.4K ﹤0.01%
275
460
$10.2K ﹤0.01%
+100
461
$10.2K ﹤0.01%
406
+5
462
$10.2K ﹤0.01%
+77
463
$10K ﹤0.01%
217
464
$9.84K ﹤0.01%
117
465
$9.8K ﹤0.01%
159
+10
466
$9.76K ﹤0.01%
+67
467
$9.72K ﹤0.01%
50
468
$9.52K ﹤0.01%
605
469
$9.52K ﹤0.01%
100
470
$9.45K ﹤0.01%
700
471
$9.43K ﹤0.01%
284
472
$9.39K ﹤0.01%
142
473
$9.22K ﹤0.01%
99
474
$9.04K ﹤0.01%
1,000
475
$9K ﹤0.01%
116
+1