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
551
$2.78K ﹤0.01%
100
552
$2.77K ﹤0.01%
57
553
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100
554
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36
555
$2.76K ﹤0.01%
36
556
$2.74K ﹤0.01%
2,494
-49
557
$2.71K ﹤0.01%
72
558
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559
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560
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27
561
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562
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563
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564
$2.46K ﹤0.01%
131
565
$2.37K ﹤0.01%
75
566
$2.36K ﹤0.01%
+14
567
$2.29K ﹤0.01%
108
+1
568
$2.29K ﹤0.01%
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569
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14
570
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100
571
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139
572
$2.13K ﹤0.01%
103
573
$2.12K ﹤0.01%
107
574
$2.12K ﹤0.01%
9
575
$2.12K ﹤0.01%
+11
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23
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