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
276
$22.6K 0.01%
226
277
$22.6K 0.01%
+246
278
$22.6K 0.01%
398
279
$22.1K 0.01%
333
280
$21.8K 0.01%
314
281
$21.8K 0.01%
493
282
$21.5K 0.01%
338
283
$21K 0.01%
136
284
$20.8K 0.01%
362
285
$20.7K 0.01%
365
286
$20.6K 0.01%
256
287
$20.3K 0.01%
545
288
$20.3K 0.01%
551
+5
289
$20.2K 0.01%
1,181
290
$20.1K 0.01%
254
291
$20K 0.01%
185
292
$19.8K 0.01%
350
293
$19.6K 0.01%
299
294
$19.6K 0.01%
125
295
$19.5K 0.01%
125
296
$19.2K 0.01%
505
297
$19K 0.01%
410
298
$18.9K 0.01%
409
299
$18.8K 0.01%
585
300
$18.7K 0.01%
240