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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
176
$167K 0.05%
778
177
$166K 0.05%
2,300
178
$166K 0.05%
338
179
$162K 0.05%
929
180
$162K 0.04%
2,112
181
$162K 0.04%
1,500
182
$161K 0.04%
4,788
+543
183
$161K 0.04%
2,127
+350
184
$157K 0.04%
2,422
185
$157K 0.04%
828
186
$156K 0.04%
2,608
187
$155K 0.04%
1,380
+1
188
$154K 0.04%
1,057
+1
189
$153K 0.04%
5,621
+613
190
$153K 0.04%
1,338
191
$152K 0.04%
1,765
192
$149K 0.04%
4,448
193
$149K 0.04%
732
194
$148K 0.04%
994
195
$147K 0.04%
2,590
+1
196
$146K 0.04%
1,120
197
$143K 0.04%
1,864
198
$142K 0.04%
4,220
199
$142K 0.04%
1,929
+7
200
$139K 0.04%
954
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8
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