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
601
$1.35K ﹤0.01%
133
602
$1.22K ﹤0.01%
18
603
$1.2K ﹤0.01%
20
604
$1.2K ﹤0.01%
+7
605
$1.19K ﹤0.01%
10
606
$1.17K ﹤0.01%
+6
607
$1.15K ﹤0.01%
100
608
$1.14K ﹤0.01%
20
609
$1.13K ﹤0.01%
30
610
$1.11K ﹤0.01%
15
611
$965 ﹤0.01%
10
612
$962 ﹤0.01%
39
613
$949 ﹤0.01%
97
614
$918 ﹤0.01%
102
615
$915 ﹤0.01%
33
616
$904 ﹤0.01%
110
617
$901 ﹤0.01%
24
618
$862 ﹤0.01%
200
619
$849 ﹤0.01%
130
620
$831 ﹤0.01%
29
621
$827 ﹤0.01%
+29
622
$826 ﹤0.01%
125
623
$754 ﹤0.01%
40
624
$753 ﹤0.01%
7
625
$739 ﹤0.01%
13
23 24
25
26 27