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
276
$55.2K 0.02%
1,066
277
$53.3K 0.02%
830
278
$53.2K 0.02%
628
279
$52.8K 0.02%
1,541
280
$52.2K 0.02%
1,766
281
$51.9K 0.02%
824
282
$51.5K 0.02%
946
283
$51.4K 0.02%
2,491
-681
284
$50.8K 0.02%
1,017
285
$50.3K 0.02%
2,099
-684
286
$50.2K 0.02%
8,945
287
$49.2K 0.02%
626
+3
288
$49K 0.02%
522
289
$48.7K 0.02%
580
290
$48K 0.02%
2,124
291
$47.6K 0.02%
267
292
$46.4K 0.02%
365
293
$45.9K 0.02%
304
294
$44.8K 0.02%
2,312
295
$44.7K 0.02%
543
296
$43.9K 0.02%
362
297
$43.8K 0.02%
716
298
$42.8K 0.01%
500
299
$41.9K 0.01%
1,413
+2
300
$41.6K 0.01%
160
10 11
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