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
426
$2.99K ﹤0.01%
+305
427
$2.96K ﹤0.01%
+200
428
$2.92K ﹤0.01%
+34
429
$2.9K ﹤0.01%
+27
430
$2.87K ﹤0.01%
+181
431
$2.85K ﹤0.01%
+19
432
$2.83K ﹤0.01%
+100
433
$2.83K ﹤0.01%
+125
434
$2.81K ﹤0.01%
+133
435
$2.73K ﹤0.01%
+78
436
$2.72K ﹤0.01%
+734
437
$2.59K ﹤0.01%
+61
438
$2.57K ﹤0.01%
+225
439
$2.57K ﹤0.01%
+100
440
$2.52K ﹤0.01%
+200
441
$2.46K ﹤0.01%
+358
442
$2.44K ﹤0.01%
+103
443
$2.4K ﹤0.01%
+25
444
$2.4K ﹤0.01%
+31
445
$2.37K ﹤0.01%
+8
446
$2.35K ﹤0.01%
+100
447
$2.34K ﹤0.01%
+100
448
$2.33K ﹤0.01%
+13
449
$2.26K ﹤0.01%
+29
450
$2.25K ﹤0.01%
+49
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