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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
576
$5.53K ﹤0.01%
39
577
$5.49K ﹤0.01%
58
578
$5.42K ﹤0.01%
95
579
$5.38K ﹤0.01%
218
580
$5.32K ﹤0.01%
90
581
$5.09K ﹤0.01%
57
582
$5.04K ﹤0.01%
120
583
$4.85K ﹤0.01%
500
584
$4.82K ﹤0.01%
62
585
$4.77K ﹤0.01%
325
586
$4.75K ﹤0.01%
25
587
$4.72K ﹤0.01%
100
588
$4.64K ﹤0.01%
100
589
$4.5K ﹤0.01%
500
590
$4.36K ﹤0.01%
100
591
$4.32K ﹤0.01%
10
592
$4.19K ﹤0.01%
27
-239
593
$4.07K ﹤0.01%
200
594
$4K ﹤0.01%
319
595
$3.99K ﹤0.01%
36
596
$3.9K ﹤0.01%
139
597
$3.87K ﹤0.01%
150
598
$3.85K ﹤0.01%
76
599
$3.82K ﹤0.01%
60
600
$3.76K ﹤0.01%
82
22 23
24
25 26