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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
$227M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$415K
3
+$406K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$406K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$161K

Top Sells

1
+$336K
2
+$326K
3
+$290K
4
BSX icon
Boston Scientific
BSX
+$155K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$90K

Sector Composition

1 Healthcare 18.28%
2 Technology 17.52%
3 Consumer Discretionary 4.21%
4 Communication Services 2.95%
5 Financials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$49 ﹤0.01%
6
677
$45 ﹤0.01%
4
-6
678
$36 ﹤0.01%
23
679
– –
0
680
$28 ﹤0.01%
5
681
$22 ﹤0.01%
16
682
$20 ﹤0.01%
1
683
$19 ﹤0.01%
5
684
$12 ﹤0.01%
2
685
$11 ﹤0.01%
8
686
– –
0
687
– –
-100
688
– –
0
689
– –
-3,036
690
– –
-2,317
691
– –
-4
692
– –
-2,800
693
– –
-268
694
– –
-20
695
– –
-1,811
696
– –
-90
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