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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
626
$2.46K ﹤0.01%
12
627
$2.42K ﹤0.01%
209
628
$2.27K ﹤0.01%
100
629
$2.24K ﹤0.01%
23
630
$2.22K ﹤0.01%
192
+4
631
$2.17K ﹤0.01%
25
632
$2.14K ﹤0.01%
+165
633
$2.14K ﹤0.01%
24
634
$2.04K ﹤0.01%
52
635
$1.99K ﹤0.01%
40
636
$1.97K ﹤0.01%
131
637
$1.97K ﹤0.01%
+32
638
$1.96K ﹤0.01%
50
639
$1.88K ﹤0.01%
307
-203
640
$1.83K ﹤0.01%
7
641
$1.72K ﹤0.01%
16
642
$1.71K ﹤0.01%
9
643
$1.68K ﹤0.01%
100
644
$1.64K ﹤0.01%
100
645
$1.62K ﹤0.01%
15
646
$1.54K ﹤0.01%
6
647
$1.51K ﹤0.01%
45
648
$1.39K ﹤0.01%
16
649
$1.37K ﹤0.01%
7
650
$1.37K ﹤0.01%
30
-3
24 25
26
27 28