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
$199M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Sells

1 +$805K
2 +$633K
3 +$496K
4
BN icon
Brookfield
BN
+$484K
5
NVO icon
Novo Nordisk
NVO
+$433K

Sector Composition

1 Healthcare 23.87%
2 Technology 15.26%
3 Consumer Discretionary 6.09%
4 Communication Services 4.13%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$5.63K ﹤0.01%
225
502
$5.61K ﹤0.01%
106
503
$5.6K ﹤0.01%
44
504
$5.56K ﹤0.01%
42
505
$5.54K ﹤0.01%
+150
506
$5.51K ﹤0.01%
66
507
$5.46K ﹤0.01%
324
508
$5.39K ﹤0.01%
86
509
$5.36K ﹤0.01%
126
510
$5.23K ﹤0.01%
135
511
$5.2K ﹤0.01%
319
512
$5.19K ﹤0.01%
200
513
$5.15K ﹤0.01%
92
514
$5.13K ﹤0.01%
217
515
$5.09K ﹤0.01%
7
516
$5.05K ﹤0.01%
154
517
$4.95K ﹤0.01%
78
518
$4.94K ﹤0.01%
225
519
$4.91K ﹤0.01%
196
520
$4.77K ﹤0.01%
362
521
$4.7K ﹤0.01%
159
522
$4.68K ﹤0.01%
+50
523
$4.68K ﹤0.01%
100
524
$4.64K ﹤0.01%
100
525
$4.58K ﹤0.01%
59