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
$195M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.34M
3
+$798K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$769K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$689K

Top Sells

1
+$1.27M
2
+$767K
3
+$742K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$565K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$552K

Sector Composition

1 Healthcare 19.83%
2 Technology 13.65%
3 Consumer Discretionary 3.26%
4 Financials 3.13%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20.9K 0.01%
1,416
352
$20.7K 0.01%
94
353
$20.4K 0.01%
468
+3
354
$20.4K 0.01%
2,475
355
$20.4K 0.01%
394
-1,006
356
$20.4K 0.01%
139
357
$20K 0.01%
155
358
$20K 0.01%
238
-103
359
$19.9K 0.01%
500
360
$19.9K 0.01%
268
361
$19.5K 0.01%
124
362
$19.1K 0.01%
395
363
$19K 0.01%
1,709
-60
364
$18.9K 0.01%
1,779
-1,453
365
$18.7K 0.01%
571
366
$18.7K 0.01%
410
367
$18.5K 0.01%
270
368
$18.3K 0.01%
590
369
$18.3K 0.01%
256
370
$18.2K 0.01%
1,240
371
$18K 0.01%
175
372
$17.6K 0.01%
210
373
$17.5K 0.01%
100
374
$17.5K 0.01%
281
375
$17.5K 0.01%
498
+3
13 14
15
16 17