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
$152M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Sells

1 +$2.03M
2 +$1.89M
3 +$357K
4
AAPL icon
Apple
AAPL
+$302K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$289K

Sector Composition

1 Healthcare 27.84%
2 Technology 13.48%
3 Consumer Discretionary 4.72%
4 Communication Services 3.36%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$35.8K 0.02%
1,650
227
$35.3K 0.02%
175
+1
228
$34.7K 0.02%
624
229
$33.2K 0.02%
1,000
230
$33.1K 0.02%
75
231
$32.6K 0.02%
916
232
$32.6K 0.02%
246
233
$31.9K 0.02%
778
+278
234
$31.9K 0.02%
579
+2
235
$31.8K 0.02%
421
+1
236
$31.4K 0.02%
864
237
$31.4K 0.02%
290
238
$31.3K 0.02%
105
239
$30.5K 0.02%
1,160
240
$29.6K 0.02%
357
241
$29.5K 0.02%
214
242
$29.2K 0.02%
560
243
$29.2K 0.02%
1,213
244
$28.9K 0.02%
2,018
245
$28.9K 0.02%
479
246
$28.7K 0.02%
289
+49
247
$28.7K 0.02%
1,889
248
$28.5K 0.02%
496
249
$28.5K 0.02%
605
250
$28.3K 0.02%
1,533
+495