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
351
$11.9K 0.01%
243
+50
352
$11.9K 0.01%
216
353
$11.9K 0.01%
186
354
$11.8K 0.01%
84
355
$11.7K 0.01%
10,000
356
$11.5K 0.01%
104
+1
357
$11.5K 0.01%
209
358
$11.2K 0.01%
180
359
$11.2K 0.01%
67
360
$11.1K 0.01%
362
361
$10.9K 0.01%
94
362
$10.6K 0.01%
578
363
$10.6K 0.01%
605
364
$10.5K 0.01%
+266
365
$10.5K 0.01%
130
366
$10.4K 0.01%
240
367
$10.3K 0.01%
1,200
368
$10.2K 0.01%
400
369
$10.2K 0.01%
66
370
$10.1K 0.01%
264
371
$10.1K 0.01%
50
372
$10.1K 0.01%
90
373
$10K 0.01%
+175
374
$9.9K 0.01%
200
375
$9.67K 0.01%
1,224
-19,981