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
101
$328K 0.12%
8,258
+17
102
$326K 0.12%
2,084
103
$322K 0.12%
356
104
$320K 0.12%
11,003
+289
105
$319K 0.12%
1,215
106
$315K 0.12%
5,001
+395
107
$314K 0.12%
4,480
+159
108
$311K 0.11%
5,314
-85
109
$303K 0.11%
4,470
-264
110
$300K 0.11%
6,309
111
$296K 0.11%
5,381
+1
112
$295K 0.11%
3,783
113
$288K 0.11%
2,559
+338
114
$284K 0.11%
3,118
+23
115
$265K 0.1%
2,077
-54
116
$261K 0.1%
7,906
+468
117
$257K 0.1%
2,644
+16
118
$254K 0.09%
3,750
-152
119
$253K 0.09%
6,014
120
$253K 0.09%
676
121
$250K 0.09%
2,268
122
$250K 0.09%
5,690
123
$246K 0.09%
11,610
+127
124
$245K 0.09%
10,776
+8,081
125
$241K 0.09%
946
3 4
5
6 7