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
526
$4.36K ﹤0.01%
325
-120
527
$4.29K ﹤0.01%
218
528
$4.29K ﹤0.01%
772
529
$4.19K ﹤0.01%
134
+2
530
$4.16K ﹤0.01%
209
531
$3.94K ﹤0.01%
84
532
$3.94K ﹤0.01%
319
533
$3.84K ﹤0.01%
36
534
$3.84K ﹤0.01%
46
+1
535
$3.74K ﹤0.01%
90
536
$3.72K ﹤0.01%
150
537
$3.64K ﹤0.01%
12
538
$3.64K ﹤0.01%
26
539
$3.59K ﹤0.01%
362
540
$3.36K ﹤0.01%
66
541
$3.3K ﹤0.01%
17
542
$3.22K ﹤0.01%
100
543
$3.14K ﹤0.01%
82
544
$3.13K ﹤0.01%
50
545
$3.07K ﹤0.01%
90
546
$3.01K ﹤0.01%
57
547
$2.97K ﹤0.01%
262
548
$2.87K ﹤0.01%
26
+1
549
$2.85K ﹤0.01%
60
550
$2.79K ﹤0.01%
200
20 21
22
23 24