FP
Financial Perspectives Portfolio holdings
AUM
$361M
1-Year Est. Return
24.24%
1 Year Est. Return
+24.24%
AUM
$361M
AUM Growth
+$29.8M
(+9%)
Holding
735
Top Buys
| 1 | +$472K | |
| 2 | +$354K | |
| 3 | +$327K | |
| 4 |
Canadian Natural Resources
CNQ
|
+$305K |
| 5 |
JPMorgan Chase
JPM
|
+$260K |
Top Sells
| 1 | +$717K | |
| 2 | +$481K | |
| 3 | +$273K | |
| 4 |
Microsoft
MSFT
|
+$212K |
| 5 |
Medtronic
MDT
|
+$188K |
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 | |
|---|---|---|---|---|---|---|
|
KLG
726
DELISTED
WK Kellogg Co
KLG
| – | – |
-2
|
|
||
727
Global X Lithium & Battery Tech ETF
LIT
$1.43B
| – | – |
-196
|
|
||
|
PARA
728
DELISTED
Paramount Global Class B
PARA
| – | – |
-432
|
|
||
729
Pure Cycle
PCYO
$286M
| – | – |
-200
|
|
||
|
SKX
730
DELISTED
Skechers
SKX
| – | – |
-255
|
|
||
731
Sony
SONY
$159B
| – | – |
-105
|
|
||
|
WBA
732
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-3
|
|