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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
526
$9.25K ﹤0.01%
104
527
$9.12K ﹤0.01%
390
528
$9.03K ﹤0.01%
90
529
$8.97K ﹤0.01%
133
530
$8.73K ﹤0.01%
207
+1
531
$8.47K ﹤0.01%
200
532
$8.2K ﹤0.01%
79
533
$8.17K ﹤0.01%
+432
534
$8.16K ﹤0.01%
51
535
$8.13K ﹤0.01%
125
536
$8.12K ﹤0.01%
354
537
$7.96K ﹤0.01%
77
538
$7.92K ﹤0.01%
274
539
$7.88K ﹤0.01%
132
540
$7.86K ﹤0.01%
100
541
$7.76K ﹤0.01%
315
542
$7.62K ﹤0.01%
250
543
$7.61K ﹤0.01%
324
544
$7.3K ﹤0.01%
200
545
$7.26K ﹤0.01%
81
546
$7.14K ﹤0.01%
87
+75
547
$7.14K ﹤0.01%
79
548
$7.13K ﹤0.01%
27
549
$7.11K ﹤0.01%
+137
550
$6.97K ﹤0.01%
300
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