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
576
$2.09K ﹤0.01%
7
577
$2.07K ﹤0.01%
6
578
$2.06K ﹤0.01%
52
579
$1.99K ﹤0.01%
100
580
$1.93K ﹤0.01%
75
581
$1.91K ﹤0.01%
200
582
$1.9K ﹤0.01%
51
583
$1.89K ﹤0.01%
15
584
$1.89K ﹤0.01%
61
585
$1.84K ﹤0.01%
22
586
$1.78K ﹤0.01%
105
587
$1.72K ﹤0.01%
100
588
$1.68K ﹤0.01%
+24
589
$1.67K ﹤0.01%
30
590
$1.67K ﹤0.01%
16
591
$1.64K ﹤0.01%
9
592
$1.63K ﹤0.01%
100
593
$1.62K ﹤0.01%
40
594
$1.6K ﹤0.01%
7
595
$1.57K ﹤0.01%
22
596
$1.57K ﹤0.01%
177
597
$1.51K ﹤0.01%
22
598
$1.49K ﹤0.01%
+97
599
$1.49K ﹤0.01%
510
600
$1.39K ﹤0.01%
52
22 23
24
25 26