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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
101
$458K 0.13%
1,340
-13
102
$446K 0.12%
8,238
+57
103
$446K 0.12%
6,944
104
$443K 0.12%
5,564
+27
105
$440K 0.12%
3,907
-249
106
$437K 0.12%
11,952
+197
107
$430K 0.12%
4,168
108
$427K 0.12%
39,316
+9,775
109
$421K 0.12%
5,978
+29
110
$409K 0.11%
1,852
+865
111
$395K 0.11%
2,442
-63
112
$395K 0.11%
4,654
-216
113
$377K 0.1%
7,312
-37
114
$367K 0.1%
13,790
+7,786
115
$364K 0.1%
312
116
$363K 0.1%
793
+386
117
$353K 0.1%
5,419
+13
118
$340K 0.09%
2,065
+3
119
$325K 0.09%
1,953
120
$323K 0.09%
3,461
121
$317K 0.09%
2,227
122
$316K 0.09%
3,524
-9
123
$312K 0.09%
1,027
+125
124
$299K 0.08%
1,006
+1
125
$297K 0.08%
5,330
+11
3 4
5
6 7