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
$246M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Sells

1 +$212K
2 +$163K
3 +$144K
4
ILMN icon
Illumina
ILMN
+$96.2K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$77.1K

Sector Composition

1 Technology 17.48%
2 Healthcare 17.14%
3 Consumer Discretionary 4.1%
4 Financials 3.11%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$9.21K ﹤0.01%
149
+2
477
$9.14K ﹤0.01%
117
+2
478
$9.04K ﹤0.01%
250
479
$8.92K ﹤0.01%
124
480
$8.89K ﹤0.01%
132
481
$8.88K ﹤0.01%
217
482
$8.86K ﹤0.01%
142
483
$8.86K ﹤0.01%
117
484
$8.84K ﹤0.01%
+119
485
$8.76K ﹤0.01%
284
+2
486
$8.74K ﹤0.01%
145
+1
487
$8.61K ﹤0.01%
106
488
$8.61K ﹤0.01%
74
489
$8.58K ﹤0.01%
90
490
$8.56K ﹤0.01%
1,000
491
$8.53K ﹤0.01%
79
492
$8.48K ﹤0.01%
144
493
$8.39K ﹤0.01%
63
494
$8.36K ﹤0.01%
66
495
$8.35K ﹤0.01%
605
496
$8.24K ﹤0.01%
325
497
$8.1K ﹤0.01%
100
498
$8.02K ﹤0.01%
14
499
$8.02K ﹤0.01%
17
+1
500
$7.87K ﹤0.01%
324