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
301
$13.1K 0.01%
+238
302
$13K 0.01%
+505
303
$12.9K 0.01%
+100
304
$12.7K 0.01%
+578
305
$12.7K 0.01%
+165
306
$12.5K 0.01%
+50
307
$12.3K 0.01%
+209
308
$12.3K 0.01%
+168
309
$12.3K 0.01%
+605
310
$12.3K 0.01%
+88
311
$11.9K 0.01%
+172
312
$11.8K 0.01%
+1,200
313
$11.7K 0.01%
+124
314
$11.7K 0.01%
+100
315
$11.7K 0.01%
+85
316
$11.7K 0.01%
+20
317
$11.7K 0.01%
+178
318
$11.6K 0.01%
+252
319
$11.5K 0.01%
+264
320
$11.5K 0.01%
+50
321
$11.1K 0.01%
+326
322
$11.1K 0.01%
+106
323
$11K 0.01%
+255
324
$10.9K 0.01%
+66
325
$10.7K 0.01%
+135