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
376
$5.91K ﹤0.01%
+100
377
$5.81K ﹤0.01%
+66
378
$5.75K ﹤0.01%
+100
379
$5.75K ﹤0.01%
+211
380
$5.72K ﹤0.01%
+350
381
$5.65K ﹤0.01%
+100
382
$5.61K ﹤0.01%
+225
383
$5.58K ﹤0.01%
+277
384
$5.54K ﹤0.01%
+100
385
$5.53K ﹤0.01%
+510
386
$5.23K ﹤0.01%
+66
387
$5.08K ﹤0.01%
+100
388
$5.08K ﹤0.01%
+100
389
$5.07K ﹤0.01%
+150
390
$5.03K ﹤0.01%
+92
391
$5.03K ﹤0.01%
+100
392
$5.02K ﹤0.01%
+93
393
$5K ﹤0.01%
+24
394
$4.95K ﹤0.01%
+170
395
$4.95K ﹤0.01%
+44
396
$4.91K ﹤0.01%
+50
397
$4.87K ﹤0.01%
+83
398
$4.86K ﹤0.01%
+100
399
$4.83K ﹤0.01%
+16
400
$4.59K ﹤0.01%
+71
14 15
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