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 Buys

1
+$898K
2
+$710K
3
+$447K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$403K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$401K

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
426
$4.8K ﹤0.01%
120
427
$4.75K ﹤0.01%
92
428
$4.72K ﹤0.01%
66
429
$4.64K ﹤0.01%
+228
430
$4.63K ﹤0.01%
84
431
$4.59K ﹤0.01%
150
432
$4.57K ﹤0.01%
277
433
$4.57K ﹤0.01%
100
434
$4.53K ﹤0.01%
106
435
$4.38K ﹤0.01%
8
436
$4.37K ﹤0.01%
7
437
$4.3K ﹤0.01%
16
438
$4.24K ﹤0.01%
129
439
$4.22K ﹤0.01%
71
440
$4.21K ﹤0.01%
170
441
$4.15K ﹤0.01%
100
442
$4.14K ﹤0.01%
44
443
$4.12K ﹤0.01%
100
444
$4.04K ﹤0.01%
135
445
$4.02K ﹤0.01%
49
-200
446
$4.01K ﹤0.01%
225
447
$3.98K ﹤0.01%
76
448
$3.95K ﹤0.01%
151
449
$3.89K ﹤0.01%
1,111
450
$3.86K ﹤0.01%
5
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