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
$199M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$310K
3
+$293K
4
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$286K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$279K

Top Sells

1
+$805K
2
+$633K
3
+$496K
4
BN icon
Brookfield
BN
+$484K
5
NVO icon
Novo Nordisk
NVO
+$433K

Sector Composition

1 Healthcare 23.87%
2 Technology 15.26%
3 Consumer Discretionary 6.09%
4 Communication Services 4.13%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44.6K 0.02%
500
252
$44.1K 0.02%
290
253
$43.8K 0.02%
247
254
$42.8K 0.02%
218
255
$42.2K 0.02%
1,704
+3
256
$41.5K 0.02%
141
257
$41.3K 0.02%
214
258
$41.2K 0.02%
624
259
$40.7K 0.02%
187
260
$40.4K 0.02%
250
261
$40.3K 0.02%
492
262
$40.2K 0.02%
1,160
263
$39.7K 0.02%
566
264
$39.6K 0.02%
1,181
-302
265
$39.4K 0.02%
374
-238
266
$39K 0.02%
555
267
$38.7K 0.02%
240
268
$38.5K 0.02%
515
269
$38K 0.02%
661
-31
270
$38K 0.02%
227
271
$38K 0.02%
312
272
$37.8K 0.02%
425
-606
273
$36.4K 0.02%
2,100
274
$36.4K 0.02%
996
-3,770
275
$36.1K 0.02%
136
9 10
11
12 13