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
501
$5.92K ﹤0.01%
315
502
$5.79K ﹤0.01%
83
503
$5.76K ﹤0.01%
79
504
$5.73K ﹤0.01%
62
505
$5.72K ﹤0.01%
155
506
$5.64K ﹤0.01%
78
507
$5.44K ﹤0.01%
100
508
$5.43K ﹤0.01%
100
509
$5.38K ﹤0.01%
39
510
$5.31K ﹤0.01%
200
511
$5.28K ﹤0.01%
92
+1
512
$5.17K ﹤0.01%
626
+3
513
$5.16K ﹤0.01%
10
514
$5.13K ﹤0.01%
274
515
$5.05K ﹤0.01%
114
516
$5.02K ﹤0.01%
225
517
$5.01K ﹤0.01%
+164
518
$4.85K ﹤0.01%
100
519
$4.84K ﹤0.01%
71
520
$4.69K ﹤0.01%
135
521
$4.68K ﹤0.01%
198
522
$4.59K ﹤0.01%
+120
523
$4.57K ﹤0.01%
100
524
$4.49K ﹤0.01%
432
525
$4.41K ﹤0.01%
100
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