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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
651
$1.36K ﹤0.01%
7
652
$1.3K ﹤0.01%
40
653
$1.2K ﹤0.01%
7
654
$1.2K ﹤0.01%
10
655
$1.18K ﹤0.01%
96
656
$1.18K ﹤0.01%
15
657
$1.14K ﹤0.01%
24
658
$1.1K ﹤0.01%
103
659
$1.07K ﹤0.01%
17
660
$1.03K ﹤0.01%
29
661
$1.02K ﹤0.01%
100
662
$1.01K ﹤0.01%
111
663
$973 ﹤0.01%
22
664
$952 ﹤0.01%
39
665
$939 ﹤0.01%
31
666
$801 ﹤0.01%
8
667
$797 ﹤0.01%
12
668
$750 ﹤0.01%
97
669
$727 ﹤0.01%
20
670
$689 ﹤0.01%
102
671
$671 ﹤0.01%
20
672
$642 ﹤0.01%
48
673
$628 ﹤0.01%
130
674
$578 ﹤0.01%
100
675
$549 ﹤0.01%
9
25 26
27
28 29