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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
51
$1.03M 0.29%
17,264
+9
52
$1.02M 0.28%
10,372
+4
53
$1.01M 0.28%
3,591
+13
54
$998K 0.28%
4,125
+241
55
$975K 0.27%
20,183
+21
56
$956K 0.27%
3,932
-164
57
$926K 0.26%
18,374
+112
58
$894K 0.25%
8,055
+1
59
$879K 0.24%
2,694
60
$874K 0.24%
2,207
+49
61
$861K 0.24%
3,316
+3
62
$845K 0.23%
6,716
+55
63
$843K 0.23%
9,226
+4
64
$826K 0.23%
25,831
+9,547
65
$773K 0.21%
2,357
-8
66
$753K 0.21%
9,426
-1,050
67
$747K 0.21%
5,423
+666
68
$736K 0.2%
21,538
69
$720K 0.2%
13,635
70
$720K 0.2%
1,776
+1
71
$713K 0.2%
4,260
+1,100
72
$677K 0.19%
16,119
+17
73
$670K 0.19%
9,871
+705
74
$652K 0.18%
1,147
-1
75
$641K 0.18%
14,015
-226
1 2
3
4 5