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
326
$10.6K 0.01%
+100
327
$10.6K 0.01%
+52
328
$10.6K 0.01%
+99
329
$10.5K 0.01%
+130
330
$10.2K 0.01%
+89
331
$10.1K 0.01%
+138
332
$9.72K 0.01%
+17
333
$9.64K 0.01%
+400
334
$9.61K 0.01%
+224
335
$9.6K 0.01%
+10,000
336
$9.59K 0.01%
+88
337
$9.45K 0.01%
+100
338
$9.36K 0.01%
+288
339
$9.18K 0.01%
+90
340
$9.13K 0.01%
+160
341
$9.07K 0.01%
+412
342
$8.99K 0.01%
+170
343
$8.91K 0.01%
+101
344
$8.86K 0.01%
+155
345
$8.7K 0.01%
+50
346
$8.63K 0.01%
+325
347
$8.6K 0.01%
+45
348
$8.55K 0.01%
+107
349
$8.53K 0.01%
+500
350
$8.42K 0.01%
+90