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
201
$103K 0.04%
3,612
202
$97.9K 0.04%
569
+86
203
$96.5K 0.04%
426
+1
204
$95.7K 0.04%
1,086
205
$95K 0.04%
1,297
206
$94.7K 0.04%
1,380
+3
207
$94.3K 0.03%
517
208
$93.8K 0.03%
348
209
$93.8K 0.03%
1,384
+2
210
$91.7K 0.03%
5,637
211
$91.6K 0.03%
1,439
+2
212
$90.7K 0.03%
1,036
213
$90K 0.03%
241
214
$87.9K 0.03%
1,085
+11
215
$86.3K 0.03%
474
+2
216
$85K 0.03%
1,240
217
$84.7K 0.03%
193
218
$84.5K 0.03%
464
219
$83.9K 0.03%
151
220
$83.9K 0.03%
859
+5
221
$82.9K 0.03%
661
222
$82.5K 0.03%
961
223
$82.3K 0.03%
792
+2
224
$81.2K 0.03%
534
225
$81K 0.03%
1,445
+1
7 8
9
10 11