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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
26
$3.06M 0.85%
13,230
+92
27
$2.88M 0.8%
13,465
+570
28
$2.8M 0.78%
18,858
-63
29
$2.72M 0.75%
4,438
-227
30
$2.48M 0.69%
12,661
+200
31
$2.43M 0.68%
47,983
+189
32
$2.39M 0.66%
13,354
33
$2.21M 0.61%
50,273
+1,309
34
$2.18M 0.6%
59,515
+438
35
$2.14M 0.59%
13,822
-204
36
$2.03M 0.56%
59,468
+2,970
37
$1.97M 0.55%
3,284
+119
38
$1.87M 0.52%
1,929
+1
39
$1.81M 0.5%
66,247
+11,990
40
$1.59M 0.44%
13,560
+188
41
$1.53M 0.43%
4,445
+90
42
$1.5M 0.42%
2,993
-153
43
$1.5M 0.42%
8,108
+243
44
$1.4M 0.39%
56,617
-499
45
$1.27M 0.35%
4,529
-5
46
$1.26M 0.35%
6,762
+95
47
$1.15M 0.32%
8,568
+100
48
$1.09M 0.3%
10,722
+14
49
$1.07M 0.3%
1,157
+37
50
$1.04M 0.29%
24,230
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