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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
126
$294K 0.08%
912
127
$290K 0.08%
11,262
+9
128
$289K 0.08%
1,281
129
$286K 0.08%
6,398
+50
130
$284K 0.08%
2,848
131
$284K 0.08%
798
132
$277K 0.08%
1,821
133
$274K 0.08%
1,765
-250
134
$269K 0.07%
3,929
-215
135
$267K 0.07%
2,413
+50
136
$259K 0.07%
13,688
137
$258K 0.07%
2,505
138
$253K 0.07%
519
139
$252K 0.07%
11,094
+2,839
140
$250K 0.07%
7,208
+1,387
141
$249K 0.07%
+2,539
142
$247K 0.07%
750
+590
143
$237K 0.07%
6,676
+160
144
$231K 0.06%
23,130
+20
145
$230K 0.06%
1,637
+175
146
$228K 0.06%
833
+27
147
$227K 0.06%
1,774
148
$227K 0.06%
11,251
149
$226K 0.06%
770
150
$223K 0.06%
460
+1
4 5
6
7 8