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
401
$4.54K ﹤0.01%
+89
402
$4.49K ﹤0.01%
+135
403
$4.42K ﹤0.01%
+228
404
$4.3K ﹤0.01%
+24
405
$4.25K ﹤0.01%
+143
406
$4.25K ﹤0.01%
+106
407
$4.22K ﹤0.01%
+200
408
$4.19K ﹤0.01%
+100
409
$4.19K ﹤0.01%
+510
410
$4.18K ﹤0.01%
+75
411
$4.07K ﹤0.01%
+27
412
$4.02K ﹤0.01%
+79
413
$3.91K ﹤0.01%
+324
414
$3.89K ﹤0.01%
+95
415
$3.82K ﹤0.01%
+8
416
$3.71K ﹤0.01%
+196
417
$3.61K ﹤0.01%
+282
418
$3.57K ﹤0.01%
+116
419
$3.4K ﹤0.01%
+7
420
$3.37K ﹤0.01%
+82
421
$3.34K ﹤0.01%
+200
422
$3.25K ﹤0.01%
+42
423
$3.25K ﹤0.01%
+195
424
$3.23K ﹤0.01%
+36
425
$3.02K ﹤0.01%
+26