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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
76
$639K 0.18%
7,321
+776
77
$639K 0.18%
5,578
-5
78
$631K 0.18%
11,379
+123
79
$617K 0.17%
7,505
80
$607K 0.17%
3,058
-97
81
$601K 0.17%
37,517
82
$566K 0.16%
6,296
+41
83
$564K 0.16%
4,744
-88
84
$548K 0.15%
1,148
+100
85
$537K 0.15%
8,125
+54
86
$530K 0.15%
6,383
+245
87
$520K 0.14%
12,655
-203
88
$517K 0.14%
678
+126
89
$516K 0.14%
1,715
-49
90
$513K 0.14%
18,160
-1,684
91
$510K 0.14%
7,738
-60
92
$502K 0.14%
2,725
93
$495K 0.14%
15,751
-573
94
$490K 0.14%
4,307
+435
95
$488K 0.14%
2,675
-150
96
$488K 0.14%
1,091
97
$479K 0.13%
12,849
+2,017
98
$467K 0.13%
18,342
+28
99
$464K 0.13%
7,773
100
$458K 0.13%
7,015
+1,061
2 3
4
5 6