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
476
$8.94K ﹤0.01%
74
477
$8.92K ﹤0.01%
27
478
$8.89K ﹤0.01%
63
479
$8.8K ﹤0.01%
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480
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210
+60
481
$8.62K ﹤0.01%
253
+1
482
$8.52K ﹤0.01%
324
483
$8.51K ﹤0.01%
325
484
$8.5K ﹤0.01%
200
485
$8.38K ﹤0.01%
90
486
$8.12K ﹤0.01%
104
487
$8.1K ﹤0.01%
120
488
$7.8K ﹤0.01%
990
489
$7.8K ﹤0.01%
66
490
$7.64K ﹤0.01%
199
-223
491
$7.53K ﹤0.01%
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$7.32K ﹤0.01%
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$7.2K ﹤0.01%
37
494
$7.2K ﹤0.01%
126
495
$7.03K ﹤0.01%
44
496
$7K ﹤0.01%
500
-286
497
$6.77K ﹤0.01%
133
498
$6.28K ﹤0.01%
100
499
$6.28K ﹤0.01%
43
500
$6.19K ﹤0.01%
81