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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
201
$138K 0.04%
1,764
202
$138K 0.04%
1,297
203
$138K 0.04%
4,655
204
$138K 0.04%
425
205
$136K 0.04%
1,083
+3
206
$136K 0.04%
206
207
$135K 0.04%
2,220
208
$132K 0.04%
1,988
+172
209
$131K 0.04%
517
210
$130K 0.04%
1,070
211
$129K 0.04%
1,559
+3
212
$128K 0.04%
835
+150
213
$125K 0.03%
4,498
+2,645
214
$124K 0.03%
3,612
215
$124K 0.03%
1,289
+279
216
$123K 0.03%
10,322
-7
217
$122K 0.03%
2,011
218
$120K 0.03%
1,791
+39
219
$117K 0.03%
1,231
+34
220
$115K 0.03%
1,610
+380
221
$111K 0.03%
1,318
222
$110K 0.03%
380
223
$109K 0.03%
193
224
$107K 0.03%
226
+21
225
$107K 0.03%
3,068
7 8
9
10 11