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
76
$461K 0.17%
1,475
+88
77
$456K 0.17%
12,800
+24
78
$454K 0.17%
8,490
-4,159
79
$454K 0.17%
4,259
+217
80
$425K 0.16%
8,018
+60
81
$418K 0.15%
2,826
82
$414K 0.15%
5,474
+6
83
$396K 0.15%
3,011
+1
84
$395K 0.15%
7,151
85
$394K 0.15%
14,241
86
$394K 0.15%
1,977
87
$394K 0.15%
3,847
-5
88
$389K 0.14%
15,003
+90
89
$376K 0.14%
478
90
$375K 0.14%
8,229
+78
91
$368K 0.14%
5,061
+827
92
$360K 0.13%
18,827
+1,057
93
$360K 0.13%
5,185
+20
94
$357K 0.13%
27,664
+2,080
95
$349K 0.13%
1,048
96
$348K 0.13%
7,962
-528
97
$342K 0.13%
5,747
+91
98
$340K 0.13%
2,097
-16
99
$338K 0.12%
5,009
+42
100
$336K 0.12%
30,074
2 3
4
5 6