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
126
$239K 0.09%
20,460
+5,948
127
$238K 0.09%
3,033
+79
128
$236K 0.09%
300
+1
129
$234K 0.09%
4,661
130
$232K 0.09%
519
131
$225K 0.08%
952
132
$225K 0.08%
4,382
+35
133
$214K 0.08%
1,298
134
$208K 0.08%
1,311
-332
135
$205K 0.08%
6,612
+9
136
$204K 0.08%
7,448
137
$195K 0.07%
3,440
+56
138
$195K 0.07%
3,852
+38
139
$188K 0.07%
+3,557
140
$186K 0.07%
812
141
$186K 0.07%
4,508
+9
142
$183K 0.07%
174
143
$183K 0.07%
11,251
144
$182K 0.07%
763
+2
145
$179K 0.07%
2,000
146
$177K 0.07%
1,313
147
$174K 0.06%
697
148
$174K 0.06%
1,821
149
$174K 0.06%
5,686
+609
150
$172K 0.06%
798
4 5
6
7 8