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
176
$128K 0.05%
1,200
177
$125K 0.05%
1,049
+1
178
$124K 0.05%
732
179
$124K 0.05%
869
180
$124K 0.05%
5,571
181
$123K 0.05%
2,112
182
$122K 0.05%
828
183
$122K 0.05%
2,574
-95
184
$121K 0.04%
2,753
185
$116K 0.04%
209
186
$115K 0.04%
572
187
$114K 0.04%
643
188
$114K 0.04%
953
189
$113K 0.04%
1,871
+13
190
$112K 0.04%
2,413
191
$112K 0.04%
676
192
$110K 0.04%
493
193
$109K 0.04%
2,046
194
$108K 0.04%
432
195
$107K 0.04%
475
+1
196
$106K 0.04%
2,011
197
$106K 0.04%
1,500
198
$105K 0.04%
1,338
199
$103K 0.04%
1,456
200
$103K 0.04%
400
6 7
8
9 10