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
301
$18.7K 0.01%
160
302
$18.4K 0.01%
175
303
$18.2K 0.01%
122
304
$18K 0.01%
1,088
305
$17.8K 0.01%
1,448
306
$17.7K 0.01%
262
307
$17.6K 0.01%
164
308
$17.5K 0.01%
210
309
$17.1K 0.01%
268
+2
310
$17K 0.01%
500
311
$16.8K 0.01%
590
312
$16.5K 0.01%
646
+7
313
$16.4K 0.01%
+258
314
$16.4K 0.01%
350
-1,455
315
$16.3K 0.01%
582
316
$16.3K 0.01%
199
317
$15.9K 0.01%
750
+250
318
$15.6K 0.01%
142
319
$15.6K 0.01%
461
+306
320
$15.6K 0.01%
40
+1
321
$15.4K 0.01%
448
322
$15.3K 0.01%
100
323
$15.3K 0.01%
+580
324
$15.2K 0.01%
168
325
$15.1K 0.01%
130