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
376
$17.4K 0.01%
469
377
$17.4K 0.01%
1,222
378
$17.3K 0.01%
50
379
$17.3K 0.01%
168
380
$16.8K 0.01%
164
381
$16.7K 0.01%
3,278
382
$16.6K 0.01%
524
383
$16.6K 0.01%
128
384
$16.1K 0.01%
564
385
$15.8K 0.01%
620
-173
386
$15.5K 0.01%
264
387
$15.3K 0.01%
414
+2
388
$15.2K 0.01%
129
389
$14.9K 0.01%
434
+29
390
$14.9K 0.01%
324
+4
391
$14.9K 0.01%
200
392
$14.8K 0.01%
317
393
$14.6K 0.01%
413
-242
394
$14.5K 0.01%
191
395
$14.5K 0.01%
146
+1
396
$14.5K 0.01%
1,071
-126
397
$14.2K 0.01%
216
398
$14.1K 0.01%
180
399
$14.1K 0.01%
340
+10
400
$14.1K 0.01%
88
14 15
16
17 18