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
151
$168K 0.06%
14,019
+1,083
152
$167K 0.06%
7,132
153
$162K 0.06%
1,070
154
$161K 0.06%
6,268
155
$158K 0.06%
2,875
156
$158K 0.06%
1,274
157
$158K 0.06%
2,608
158
$156K 0.06%
5,050
+983
159
$154K 0.06%
1,859
+3
160
$152K 0.06%
1,722
+30
161
$150K 0.06%
573
+16
162
$149K 0.06%
5,359
163
$148K 0.05%
2,300
164
$148K 0.05%
1,334
+6
165
$147K 0.05%
687
166
$145K 0.05%
4,894
167
$143K 0.05%
950
168
$139K 0.05%
10,562
169
$139K 0.05%
1,785
170
$137K 0.05%
1,374
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171
$137K 0.05%
3,479
172
$135K 0.05%
10,772
+5
173
$131K 0.05%
2,422
174
$130K 0.05%
+2,487
175
$129K 0.05%
1,690
5 6
7
8 9