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
351
$19.8K 0.01%
395
352
$19.7K 0.01%
2,175
353
$19.5K 0.01%
590
354
$19.4K 0.01%
200
355
$19.3K 0.01%
164
356
$19.2K 0.01%
571
357
$19.2K 0.01%
365
358
$19K 0.01%
463
+243
359
$18.9K 0.01%
270
360
$18.5K 0.01%
1,766
+2
361
$18.5K 0.01%
94
362
$18.4K 0.01%
524
363
$18.4K 0.01%
1,448
364
$18.3K 0.01%
256
365
$18.1K 0.01%
175
366
$18K 0.01%
275
-280
367
$18K 0.01%
168
368
$17.9K 0.01%
1,197
369
$17.8K 0.01%
216
370
$17.8K 0.01%
765
371
$17.7K 0.01%
210
372
$17.1K 0.01%
2,475
373
$17K 0.01%
564
374
$17K 0.01%
62
375
$16.8K 0.01%
410
+1