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
$292M
AUM Growth
-$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Sells

1 +$780K
2 +$370K
3 +$208K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$177K
5
MSFT icon
Microsoft
MSFT
+$160K

Sector Composition

1 Technology 17.53%
2 Healthcare 16.64%
3 Consumer Discretionary 4.59%
4 Financials 3.55%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$25.6K 0.01%
261
377
$25.5K 0.01%
103
378
$25.3K 0.01%
1,764
379
$25.2K 0.01%
148
380
$25.1K 0.01%
385
-100
381
$25.1K 0.01%
264
382
$25K 0.01%
142
383
$24.9K 0.01%
343
384
$24.9K 0.01%
539
+5
385
$24.7K 0.01%
731
+51
386
$24.5K 0.01%
180
387
$24.4K 0.01%
73
388
$24.2K 0.01%
2,045
389
$24.1K 0.01%
91
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390
$24K 0.01%
300
391
$23.7K 0.01%
281
392
$23.7K 0.01%
120
393
$23.5K 0.01%
486
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$23.3K 0.01%
1,676
395
$23.1K 0.01%
134
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396
$22.9K 0.01%
139
397
$22.8K 0.01%
1,166
398
$22.4K 0.01%
214
399
$22.4K 0.01%
571
400
$22.2K 0.01%
350