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
251
$21.8K 0.01%
+1,592
252
$21.4K 0.01%
+185
253
$21.1K 0.01%
+1,087
254
$20.8K 0.01%
+517
255
$20.6K 0.01%
+634
256
$20.4K 0.01%
+338
257
$20.2K 0.01%
+164
258
$20.1K 0.01%
+125
259
$20K 0.01%
+409
260
$19.5K 0.01%
+350
261
$19.5K 0.01%
+254
262
$19.5K 0.01%
+314
263
$19.4K 0.01%
+175
264
$19.4K 0.01%
+155
265
$19.1K 0.01%
+137
266
$18.8K 0.01%
+199
267
$18.5K 0.01%
+304
268
$18.4K 0.01%
+139
269
$17.9K 0.01%
+605
270
$17.9K 0.01%
+210
271
$17.8K 0.01%
+1,000
272
$17.8K 0.01%
+590
273
$17.7K 0.01%
+216
274
$17.6K 0.01%
+419
275
$17.6K 0.01%
+571