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
$361M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$472K
2 +$354K
3 +$327K
4
CNQ icon
Canadian Natural Resources
CNQ
+$305K
5
JPM icon
JPMorgan Chase
JPM
+$260K

Top Sells

1 +$717K
2 +$481K
3 +$273K
4
MSFT icon
Microsoft
MSFT
+$212K
5
MDT icon
Medtronic
MDT
+$188K

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
DGRW icon
526
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.9B
$9.25K ﹤0.01%
104
BCE icon
527
BCE
BCE
$21.8B
$9.12K ﹤0.01%
390
RWR icon
528
State Street SPDR Dow Jones REIT ETF
RWR
$1.7B
$9.03K ﹤0.01%
90
LNT icon
529
Alliant Energy
LNT
$16.8B
$8.97K ﹤0.01%
133
XLRE icon
530
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.38B
$8.73K ﹤0.01%
207
+1
SLV icon
531
iShares Silver Trust
SLV
$32.9B
$8.47K ﹤0.01%
200
PATK icon
532
Patrick Industries
PATK
$3.79B
$8.2K ﹤0.01%
79
PSKY
533
Paramount Skydance Corp
PSKY
$15.3B
$8.17K ﹤0.01%
+432
MS icon
534
Morgan Stanley
MS
$281B
$8.16K ﹤0.01%
51
IBIT icon
535
iShares Bitcoin Trust
IBIT
$68.1B
$8.13K ﹤0.01%
125
DOW icon
536
Dow Inc
DOW
$16.2B
$8.12K ﹤0.01%
354
DG icon
537
Dollar General
DG
$29.6B
$7.96K ﹤0.01%
77
CCL icon
538
Carnival Corp
CCL
$37B
$7.92K ﹤0.01%
274
TTE icon
539
TotalEnergies
TTE
$137B
$7.88K ﹤0.01%
132
WHR icon
540
Whirlpool
WHR
$4.25B
$7.86K ﹤0.01%
100
NCLH icon
541
Norwegian Cruise Line
NCLH
$9.82B
$7.76K ﹤0.01%
315
ZK icon
542
Zeekr
ZK
$6.85B
$7.62K ﹤0.01%
250
FCG icon
543
First Trust Natural Gas ETF
FCG
$438M
$7.61K ﹤0.01%
324
TOST icon
544
Toast
TOST
$20.6B
$7.3K ﹤0.01%
200
PNW icon
545
Pinnacle West Capital
PNW
$10.5B
$7.26K ﹤0.01%
81
K
546
DELISTED
Kellanova
K
$7.14K ﹤0.01%
87
+75
CCEP icon
547
Coca-Cola Europacific Partners
CCEP
$41.4B
$7.14K ﹤0.01%
79
WST icon
548
West Pharmaceutical
WST
$19.2B
$7.13K ﹤0.01%
27
FIG
549
Figma
FIG
$17.9B
$7.11K ﹤0.01%
+137
VTS icon
550
Vitesse Energy
VTS
$796M
$6.97K ﹤0.01%
300