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
351
$8.41K 0.01%
+135
352
$8.39K 0.01%
+129
353
$8.38K 0.01%
+175
354
$8.35K 0.01%
+42
355
$8.27K 0.01%
+370
356
$8.22K 0.01%
+66
357
$7.9K 0.01%
+338
358
$7.85K 0.01%
+100
359
$7.82K 0.01%
+130
360
$7.69K 0.01%
+309
361
$7.57K 0.01%
+100
362
$7.52K 0.01%
+177
363
$7.46K 0.01%
+88
364
$7.34K 0.01%
+162
365
$7.19K ﹤0.01%
+24
366
$7.04K ﹤0.01%
+209
367
$7.02K ﹤0.01%
+63
368
$6.58K ﹤0.01%
+51
369
$6.42K ﹤0.01%
+185
370
$6.37K ﹤0.01%
+290
371
$6.24K ﹤0.01%
+400
372
$6.1K ﹤0.01%
+480
373
$6K ﹤0.01%
+100
374
$5.91K ﹤0.01%
+141
375
$5.91K ﹤0.01%
+63