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
251
$28.2K 0.02%
2,100
252
$28K 0.02%
396
+90
253
$27.8K 0.02%
370
254
$27.5K 0.02%
200
255
$27.4K 0.02%
300
256
$27.3K 0.02%
500
+22
257
$27.3K 0.02%
+104
258
$26.7K 0.02%
+95
259
$26.5K 0.02%
126
260
$26.2K 0.02%
768
261
$25.7K 0.02%
+469
262
$25.2K 0.02%
431
263
$25.2K 0.02%
385
264
$25.1K 0.02%
268
265
$24.7K 0.02%
112
266
$24.7K 0.02%
919
267
$24.6K 0.02%
1,766
268
$24.4K 0.02%
566
269
$24.2K 0.02%
410
270
$23.6K 0.02%
593
+30
271
$23.1K 0.02%
+213
272
$23K 0.02%
139
273
$22.8K 0.02%
103
274
$22.8K 0.02%
1,375
275
$22.8K 0.02%
155