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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
701
$125 ﹤0.01%
45
702
$118 ﹤0.01%
10
703
$117 ﹤0.01%
30
704
$109 ﹤0.01%
8
705
$108 ﹤0.01%
12
706
$106 ﹤0.01%
70
707
$86 ﹤0.01%
18
708
$77 ﹤0.01%
4
709
$76 ﹤0.01%
4
710
$51 ﹤0.01%
2
711
$47 ﹤0.01%
4
712
$47 ﹤0.01%
23
713
$43 ﹤0.01%
16
714
$39 ﹤0.01%
3
715
$25 ﹤0.01%
13
716
$22 ﹤0.01%
12
+6
717
$21 ﹤0.01%
6
718
$15 ﹤0.01%
4
719
$9 ﹤0.01%
2
720
$7 ﹤0.01%
5
721
– –
-10
722
– –
-7
723
– –
-360
724
– –
-22
725
– –
-11
26 27 28
29
30