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
376
$16.3K 0.01%
928
377
$16.3K 0.01%
100
378
$16.3K 0.01%
469
379
$16.2K 0.01%
410
380
$15.9K 0.01%
284
381
$15.8K 0.01%
1,240
382
$15.7K 0.01%
168
383
$15.6K 0.01%
124
384
$15.2K 0.01%
318
+3
385
$15.1K 0.01%
1,222
386
$15K 0.01%
50
387
$14.9K 0.01%
3,972
+1,750
388
$14.8K 0.01%
425
389
$14.8K 0.01%
529
390
$14.6K 0.01%
545
391
$14.6K 0.01%
281
392
$14.3K 0.01%
264
393
$14.3K 0.01%
2,955
394
$14.2K 0.01%
330
395
$14.1K 0.01%
100
396
$14K 0.01%
483
397
$14K 0.01%
191
398
$13.7K 0.01%
67
399
$13.6K 0.01%
261
+1
400
$13.6K 0.01%
325