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
$195M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.34M
3
+$798K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$769K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$689K

Top Sells

1
+$1.27M
2
+$767K
3
+$742K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$565K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$552K

Sector Composition

1 Healthcare 19.83%
2 Technology 13.65%
3 Consumer Discretionary 3.26%
4 Financials 3.13%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$47.9K 0.02%
+275
252
$47.7K 0.02%
5,033
-1,434
253
$47.5K 0.02%
3,370
254
$47.3K 0.02%
472
255
$46.7K 0.02%
1,042
+4
256
$46.4K 0.02%
+1,618
257
$46.4K 0.02%
277
258
$46.2K 0.02%
408
259
$45.8K 0.02%
122
260
$45.5K 0.02%
1,814
+22
261
$45.4K 0.02%
124
262
$45.3K 0.02%
327
+1
263
$44.1K 0.02%
8,945
264
$44K 0.02%
558
+5
265
$43.4K 0.02%
946
+431
266
$43.3K 0.02%
760
267
$42.8K 0.02%
265
268
$42.6K 0.02%
137
269
$42.2K 0.02%
2,432
+110
270
$41.8K 0.02%
318
271
$41.5K 0.02%
560
272
$41.5K 0.02%
578
+118
273
$39.4K 0.02%
104
274
$38.4K 0.02%
569
+547
275
$38.2K 0.02%
214
9 10
11
12 13