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
301
$29.4K 0.02%
206
302
$29.3K 0.02%
580
303
$29.1K 0.02%
634
304
$28.4K 0.02%
391
+22
305
$28.4K 0.02%
361
+1
306
$28.1K 0.02%
208
307
$27.9K 0.02%
398
308
$27.1K 0.02%
240
309
$26.9K 0.02%
495
+3
310
$26.9K 0.02%
571
311
$26.2K 0.01%
125
312
$26K 0.01%
566
313
$26K 0.01%
200
314
$25.9K 0.01%
500
315
$25.5K 0.01%
+1,416
316
$25.5K 0.01%
532
317
$25.3K 0.01%
105
318
$24.8K 0.01%
185
319
$24.7K 0.01%
262
320
$24.6K 0.01%
1,088
321
$24.4K 0.01%
400
+165
322
$24.1K 0.01%
515
323
$24K 0.01%
505
324
$23.9K 0.01%
51
325
$23.9K 0.01%
139