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
$177M
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Sells

1 +$1.01M
2 +$506K
3 +$397K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$369K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$330K

Sector Composition

1 Healthcare 21.37%
2 Technology 15.12%
3 Consumer Discretionary 3.86%
4 Communication Services 3.34%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$34.8K 0.02%
362
277
$34.4K 0.02%
304
278
$34.3K 0.02%
665
+4
279
$34.1K 0.02%
4,603
280
$33.6K 0.02%
362
281
$33.5K 0.02%
349
282
$33.4K 0.02%
768
283
$33.3K 0.02%
400
284
$33.2K 0.02%
373
285
$32.9K 0.02%
458
+129
286
$32.8K 0.02%
793
287
$32.5K 0.02%
137
288
$32.3K 0.02%
338
289
$32K 0.02%
898
290
$31.9K 0.02%
638
291
$31.6K 0.02%
228
+1
292
$31.3K 0.02%
2,100
293
$30.9K 0.02%
497
294
$30.8K 0.02%
655
-8
295
$30.6K 0.02%
1,766
296
$30.4K 0.02%
408
297
$30.4K 0.02%
927
298
$30.2K 0.02%
448
299
$30.1K 0.02%
615
300
$29.8K 0.02%
652