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
276
$17.4K 0.01%
+820
277
$17.2K 0.01%
+1,301
278
$17.2K 0.01%
+524
279
$17.2K 0.01%
+191
280
$16.9K 0.01%
+122
281
$16.8K 0.01%
+52
282
$16.7K 0.01%
+125
283
$16.7K 0.01%
+814
284
$16.6K 0.01%
+1,749
285
$16.6K 0.01%
+110
286
$16.6K 0.01%
+78
287
$16.2K 0.01%
+365
288
$15.9K 0.01%
+410
289
$15.7K 0.01%
+108
290
$15.4K 0.01%
+100
291
$14.7K 0.01%
+160
292
$14.6K 0.01%
+94
293
$14.5K 0.01%
+500
294
$14.3K 0.01%
+44
295
$13.9K 0.01%
+235
296
$13.6K 0.01%
+282
297
$13.4K 0.01%
+67
298
$13.4K 0.01%
+1,020
299
$13.3K 0.01%
+240
300
$13.3K 0.01%
+58