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
$147M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1 +$27.5M
2 +$25.9M
3 +$10.3M
4
BSX icon
Boston Scientific
BSX
+$8.02M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$7.15M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 30.06%
2 Technology 8.43%
3 Communication Services 3.07%
4 Financials 3.05%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$28K 0.02%
+225
227
$27.5K 0.02%
+574
228
$27.5K 0.02%
+479
229
$27.3K 0.02%
+496
230
$26.9K 0.02%
+2,100
231
$26.4K 0.02%
+1,160
232
$25.7K 0.02%
+87
233
$25.5K 0.02%
+2,900
234
$24.8K 0.02%
+448
235
$24.7K 0.02%
+585
236
$24.4K 0.02%
+582
237
$24.4K 0.02%
+75
238
$24.4K 0.02%
+2,000
239
$24.3K 0.02%
+300
240
$24.3K 0.02%
+410
241
$23.4K 0.02%
+268
242
$22.9K 0.02%
+1,635
243
$22.8K 0.02%
+299
244
$22.7K 0.02%
+112
245
$22.7K 0.02%
+142
246
$22.6K 0.02%
+136
247
$22.4K 0.02%
+262
248
$22.2K 0.02%
+200
249
$22K 0.02%
+491
250
$21.9K 0.01%
+1,088