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
$140M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 27.23%
2 Technology 12.25%
3 Consumer Discretionary 3.89%
4 Communication Services 3.3%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$41.9K 0.03%
116
+72
202
$41.8K 0.03%
312
203
$41.6K 0.03%
760
+600
204
$41K 0.03%
736
+1
205
$40.9K 0.03%
6,735
206
$40.9K 0.03%
492
207
$40.4K 0.03%
1,226
208
$38.6K 0.03%
800
209
$37.5K 0.03%
500
210
$36.9K 0.03%
218
211
$36.9K 0.03%
1,619
212
$36.8K 0.03%
642
+4
213
$35.9K 0.03%
400
214
$33.8K 0.02%
407
+3
215
$33.1K 0.02%
363
216
$33.1K 0.02%
290
217
$32.7K 0.02%
1,650
218
$32.4K 0.02%
206
219
$31.9K 0.02%
174
+1
220
$31.7K 0.02%
560
221
$31.6K 0.02%
624
222
$31.1K 0.02%
864
223
$31K 0.02%
1,889
+415
224
$30.9K 0.02%
246
+1
225
$29.6K 0.02%
200