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
$331M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Sells

1 +$750K
2 +$354K
3 +$331K
4
BSX icon
Boston Scientific
BSX
+$327K
5
MELI icon
Mercado Libre
MELI
+$277K

Sector Composition

1 Technology 19.9%
2 Healthcare 14.1%
3 Consumer Discretionary 4.79%
4 Financials 3.51%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPG icon
526
Simon Property Group
SPG
$59.7B
$8.3K ﹤0.01%
52
VFC icon
527
VF Corp
VFC
$5.85B
$8.22K ﹤0.01%
700
TTE icon
528
TotalEnergies
TTE
$141B
$8.1K ﹤0.01%
132
LNT icon
529
Alliant Energy
LNT
$17.3B
$8.04K ﹤0.01%
133
PAM icon
530
Pampa Energía
PAM
$4.84B
$7.91K ﹤0.01%
114
CCL icon
531
Carnival Corp
CCL
$34.2B
$7.71K ﹤0.01%
274
IBIT icon
532
iShares Bitcoin Trust
IBIT
$72.1B
$7.65K ﹤0.01%
125
+22
LIT icon
533
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$7.52K ﹤0.01%
196
PSX icon
534
Phillips 66
PSX
$57.3B
$7.52K ﹤0.01%
63
FCG icon
535
First Trust Natural Gas ETF
FCG
$341M
$7.49K ﹤0.01%
324
HOWL icon
536
Werewolf Therapeutics
HOWL
$44.6M
$7.36K ﹤0.01%
6,750
IFF icon
537
International Flavors & Fragrances
IFF
$16.9B
$7.36K ﹤0.01%
100
CCEP icon
538
Coca-Cola Europacific Partners
CCEP
$40.7B
$7.33K ﹤0.01%
79
PATK icon
539
Patrick Industries
PATK
$3.33B
$7.29K ﹤0.01%
79
PNW icon
540
Pinnacle West Capital
PNW
$10.6B
$7.25K ﹤0.01%
81
MS icon
541
Morgan Stanley
MS
$260B
$7.23K ﹤0.01%
51
EFC
542
Ellington Financial
EFC
$1.47B
$6.95K ﹤0.01%
535
RUM icon
543
Rumble
RUM
$1.91B
$6.93K ﹤0.01%
772
ASAN icon
544
Asana
ASAN
$3B
$6.75K ﹤0.01%
500
VTS icon
545
Vitesse Energy
VTS
$817M
$6.63K ﹤0.01%
300
LRGE icon
546
ClearBridge Large Cap Growth Select ETF
LRGE
$441M
$6.59K ﹤0.01%
83
SLV icon
547
iShares Silver Trust
SLV
$24.7B
$6.56K ﹤0.01%
200
MAR icon
548
Marriott International
MAR
$76.7B
$6.56K ﹤0.01%
24
HLN icon
549
Haleon
HLN
$42.7B
$6.51K ﹤0.01%
628
SILA
550
Sila Realty Trust
SILA
$1.3B
$6.51K ﹤0.01%
275