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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
501
$12K ﹤0.01%
88
+25
502
$11.9K ﹤0.01%
275
503
$11.7K ﹤0.01%
66
504
$11.4K ﹤0.01%
426
+4
505
$11.4K ﹤0.01%
1,222
506
$11.4K ﹤0.01%
95
507
$11.3K ﹤0.01%
90
508
$11.3K ﹤0.01%
142
509
$11.3K ﹤0.01%
414
+1
510
$11.1K ﹤0.01%
202
511
$11K ﹤0.01%
605
512
$10.8K ﹤0.01%
119
513
$10.7K ﹤0.01%
+75
514
$10.7K ﹤0.01%
66
515
$10.7K ﹤0.01%
81
516
$10.5K ﹤0.01%
456
517
$10.3K ﹤0.01%
105
518
$10.1K ﹤0.01%
700
519
$9.93K ﹤0.01%
151
+1
520
$9.86K ﹤0.01%
100
521
$9.75K ﹤0.01%
210
522
$9.69K ﹤0.01%
52
523
$9.62K ﹤0.01%
50
524
$9.54K ﹤0.01%
224
525
$9.45K ﹤0.01%
44
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