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
651
$234 ﹤0.01%
6
652
$233 ﹤0.01%
310
653
$221 ﹤0.01%
70
654
$218 ﹤0.01%
2
655
$210 ﹤0.01%
8
656
$207 ﹤0.01%
+2
657
$181 ﹤0.01%
48
-107
658
$153 ﹤0.01%
8
659
$146 ﹤0.01%
16
660
$141 ﹤0.01%
5
-38
661
$132 ﹤0.01%
18
662
$124 ﹤0.01%
30
663
$123 ﹤0.01%
5
-5
664
$121 ﹤0.01%
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-1
665
$105 ﹤0.01%
45
666
$77 ﹤0.01%
4
667
$73 ﹤0.01%
4
668
$43 ﹤0.01%
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669
$41 ﹤0.01%
12
670
$36 ﹤0.01%
4
671
$36 ﹤0.01%
2
672
$35 ﹤0.01%
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673
$34 ﹤0.01%
2
674
$34 ﹤0.01%
4
-1
675
$32 ﹤0.01%
5
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