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
401
$13.5K 0.01%
115
402
$13.2K 0.01%
209
403
$13.2K 0.01%
402
+1
404
$13.2K 0.01%
252
405
$13.1K 0.01%
317
406
$13.1K 0.01%
161
407
$13.1K 0.01%
135
408
$13K 0.01%
74
+8
409
$12.9K 0.01%
103
410
$12.8K 0.01%
88
411
$12.8K 0.01%
50
412
$12.7K 0.01%
180
413
$12.7K 0.01%
138
414
$12.5K 0.01%
1,570
415
$12.5K 0.01%
55
416
$12.4K 0.01%
3,278
417
$12.4K 0.01%
75
418
$12.1K 0.01%
264
419
$11.9K 0.01%
100
420
$11.7K 0.01%
103
421
$11.7K 0.01%
108
422
$11.6K 0.01%
300
423
$11.5K 0.01%
1,013
424
$11.4K 0.01%
544
425
$11.3K 0.01%
125