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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
676
$543 ﹤0.01%
201
677
$524 ﹤0.01%
35
678
$486 ﹤0.01%
13
679
$464 ﹤0.01%
8
680
$429 ﹤0.01%
15
-2,587
681
$428 ﹤0.01%
18
+8
682
$427 ﹤0.01%
64
683
$399 ﹤0.01%
13
684
$395 ﹤0.01%
34
685
$391 ﹤0.01%
15
686
$373 ﹤0.01%
63
687
$354 ﹤0.01%
171
688
$350 ﹤0.01%
150
689
$322 ﹤0.01%
10
690
$316 ﹤0.01%
48
691
$286 ﹤0.01%
6
692
$250 ﹤0.01%
2
693
$240 ﹤0.01%
8
694
$231 ﹤0.01%
48
695
$217 ﹤0.01%
2
696
$213 ﹤0.01%
11
697
$208 ﹤0.01%
101
698
$168 ﹤0.01%
22
699
$148 ﹤0.01%
5
700
$142 ﹤0.01%
5
26 27
28
29 30