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
$288M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$449K
3
+$187K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$186K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$144K

Top Sells

1
+$887K
2
+$479K
3
+$422K
4
MMM icon
3M
MMM
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$169K

Sector Composition

1 Technology 19%
2 Healthcare 16.18%
3 Consumer Discretionary 4.43%
4 Communication Services 3.23%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$70.5K 0.02%
464
252
$70.3K 0.02%
268
253
$69.2K 0.02%
775
+6
254
$68.3K 0.02%
2,139
255
$67.9K 0.02%
290
256
$67.7K 0.02%
277
257
$66.8K 0.02%
760
258
$66.1K 0.02%
1,000
259
$64.6K 0.02%
137
260
$63.4K 0.02%
657
261
$62.9K 0.02%
778
262
$62.5K 0.02%
231
+1
263
$62K 0.02%
1,226
264
$61K 0.02%
223
265
$60.9K 0.02%
981
266
$60.3K 0.02%
122
267
$58.8K 0.02%
410
268
$57.1K 0.02%
1,011
269
$56.4K 0.02%
104
270
$56.3K 0.02%
1,514
271
$56.2K 0.02%
125
272
$55.9K 0.02%
632
+2
273
$55.6K 0.02%
265
274
$55.4K 0.02%
2,140
275
$55.2K 0.02%
331
+1
9 10
11
12 13