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 Buys

1
+$898K
2
+$710K
3
+$447K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$403K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$401K

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
376
$9.58K 0.01%
238
377
$9.56K 0.01%
155
378
$9.47K 0.01%
135
379
$9.03K 0.01%
42
380
$8.99K 0.01%
100
381
$8.87K 0.01%
88
382
$8.12K 0.01%
49
383
$8.05K 0.01%
136
384
$8.03K 0.01%
172
385
$7.91K 0.01%
99
386
$7.81K 0.01%
107
387
$7.78K 0.01%
224
388
$7.71K 0.01%
255
389
$7.62K 0.01%
401
390
$7.61K 0.01%
264
391
$7.45K ﹤0.01%
27
392
$7.35K ﹤0.01%
93
393
$7.04K ﹤0.01%
50
394
$7.02K ﹤0.01%
90
395
$6.94K ﹤0.01%
209
396
$6.76K ﹤0.01%
24
397
$6.61K ﹤0.01%
498
398
$6.53K ﹤0.01%
66
399
$6.45K ﹤0.01%
52
400
$6.42K ﹤0.01%
39
+1
14 15
16
17 18