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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
551
$6.94K ﹤0.01%
535
552
$6.93K ﹤0.01%
83
553
$6.9K ﹤0.01%
275
554
$6.9K ﹤0.01%
164
555
$6.85K ﹤0.01%
114
556
$6.68K ﹤0.01%
500
557
$6.46K ﹤0.01%
100
558
$6.44K ﹤0.01%
153
559
$6.25K ﹤0.01%
24
560
$6.22K ﹤0.01%
48
+1
561
$6.21K ﹤0.01%
84
562
$6.19K ﹤0.01%
142
563
$6.16K ﹤0.01%
100
564
$6.15K ﹤0.01%
100
565
$6.11K ﹤0.01%
26
566
$6.1K ﹤0.01%
96
567
$6.08K ﹤0.01%
124
568
$6.01K ﹤0.01%
135
569
$5.94K ﹤0.01%
230
570
$5.88K ﹤0.01%
56
571
$5.87K ﹤0.01%
250
572
$5.64K ﹤0.01%
165
573
$5.63K ﹤0.01%
628
574
$5.63K ﹤0.01%
202
+1
575
$5.59K ﹤0.01%
772