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

Top Sells

1
+$2.51M
2
+$914K
3
+$495K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$433K
5
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$311K

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
26
$2.09M 0.77%
12,204
+3
27
$2.02M 0.75%
9,947
+328
28
$1.99M 0.73%
3,938
-24
29
$1.85M 0.68%
9,126
+5
30
$1.78M 0.66%
11,856
+20
31
$1.7M 0.63%
61,535
+2,012
32
$1.7M 0.63%
1,660
33
$1.62M 0.6%
11,360
34
$1.57M 0.58%
15,335
-2,798
35
$1.56M 0.58%
47,369
36
$1.53M 0.57%
7,737
+117
37
$1.45M 0.53%
3,023
-1,909
38
$1.37M 0.51%
54,732
+34
39
$1.2M 0.44%
18,222
+3,041
40
$1.14M 0.42%
7,800
41
$1.14M 0.42%
3,116
+89
42
$1.13M 0.42%
38,354
+3,815
43
$1.12M 0.41%
17,743
44
$1.09M 0.4%
3,478
+2
45
$1.06M 0.39%
6,578
+97
46
$1.03M 0.38%
2,543
47
$988K 0.37%
29,361
+9
48
$952K 0.35%
13,329
49
$881K 0.33%
6,910
50
$880K 0.32%
8,468
1
2
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