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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
601
$3.74K ﹤0.01%
27
-24
602
$3.59K ﹤0.01%
43
603
$3.57K ﹤0.01%
362
604
$3.56K ﹤0.01%
+145
605
$3.55K ﹤0.01%
36
606
$3.53K ﹤0.01%
68
607
$3.48K ﹤0.01%
31
608
$3.24K ﹤0.01%
61
609
$3.19K ﹤0.01%
100
610
$3.08K ﹤0.01%
100
611
$3.06K ﹤0.01%
27
+1
612
$2.96K ﹤0.01%
64
613
$2.94K ﹤0.01%
262
614
$2.93K ﹤0.01%
100
615
$2.9K ﹤0.01%
37
616
$2.81K ﹤0.01%
14
617
$2.75K ﹤0.01%
112
+1
618
$2.65K ﹤0.01%
11
619
$2.64K ﹤0.01%
2
620
$2.6K ﹤0.01%
25
621
$2.49K ﹤0.01%
14
622
$2.48K ﹤0.01%
52
623
$2.47K ﹤0.01%
128
624
$2.46K ﹤0.01%
34
+1
625
$2.46K ﹤0.01%
133
23 24
25
26 27