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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
151
$216K 0.06%
697
152
$216K 0.06%
351
-13
153
$211K 0.06%
3,700
+362
154
$205K 0.06%
4,031
+36
155
$204K 0.06%
2,000
156
$204K 0.06%
1,139
+8
157
$202K 0.06%
6,154
158
$202K 0.06%
4,042
159
$201K 0.06%
4,894
160
$200K 0.06%
2,753
161
$200K 0.06%
588
162
$196K 0.05%
3,911
+250
163
$195K 0.05%
952
164
$194K 0.05%
606
+1
165
$193K 0.05%
1,363
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166
$193K 0.05%
1,103
167
$185K 0.05%
2,529
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168
$183K 0.05%
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-879
169
$182K 0.05%
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170
$180K 0.05%
6,014
171
$177K 0.05%
572
172
$175K 0.05%
1,752
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173
$173K 0.05%
513
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174
$173K 0.05%
3,935
+103
175
$170K 0.05%
821
+338
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7
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