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 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
401
$6.41K ﹤0.01%
524
402
$6.21K ﹤0.01%
90
403
$6.11K ﹤0.01%
125
404
$6.02K ﹤0.01%
88
405
$6K ﹤0.01%
100
406
$5.95K ﹤0.01%
200
+1
407
$5.78K ﹤0.01%
372
408
$5.7K ﹤0.01%
349
+4
409
$5.67K ﹤0.01%
385
+6
410
$5.62K ﹤0.01%
100
411
$5.45K ﹤0.01%
56
412
$5.41K ﹤0.01%
+65
413
$5.37K ﹤0.01%
510
414
$5.36K ﹤0.01%
67
415
$5.35K ﹤0.01%
+87
416
$5.35K ﹤0.01%
100
417
$5.33K ﹤0.01%
423
+6
418
$5.29K ﹤0.01%
100
419
$5.28K ﹤0.01%
24
420
$5.26K ﹤0.01%
130
421
$5.24K ﹤0.01%
1,627
422
$5.06K ﹤0.01%
103
+2
423
$5.04K ﹤0.01%
309
424
$4.96K ﹤0.01%
66
425
$4.86K ﹤0.01%
100