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
51
$849K 0.31%
24,230
52
$785K 0.29%
19,772
+21
53
$781K 0.29%
10,386
+260
54
$777K 0.29%
2,922
+342
55
$771K 0.28%
9,207
56
$769K 0.28%
15,554
57
$702K 0.26%
2,693
-384
58
$659K 0.24%
775
59
$637K 0.24%
2,380
60
$627K 0.23%
2,937
61
$605K 0.22%
5,258
+1
62
$602K 0.22%
1,749
+1
63
$574K 0.21%
13,634
+1
64
$572K 0.21%
14,601
+1,064
65
$553K 0.2%
3,919
66
$553K 0.2%
8,054
+1
67
$540K 0.2%
2,966
+1
68
$539K 0.2%
19,281
+24
69
$522K 0.19%
5,259
-45
70
$522K 0.19%
1,183
71
$491K 0.18%
1,312
+9
72
$487K 0.18%
15,136
+9,292
73
$485K 0.18%
1,091
74
$481K 0.18%
2,372
+222
75
$463K 0.17%
6,087
+40
1 2
3
4 5