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
426
$11.2K 0.01%
200
427
$11.2K 0.01%
505
428
$11.2K 0.01%
100
429
$11.1K 0.01%
138
430
$11.1K 0.01%
405
431
$11.1K 0.01%
130
432
$11K 0.01%
145
+1
433
$11K 0.01%
105
434
$10.9K 0.01%
50
435
$10.7K 0.01%
432
436
$10.5K 0.01%
99
437
$10.5K 0.01%
250
438
$10.3K 0.01%
702
+204
439
$10.3K 0.01%
460
+4
440
$10.2K 0.01%
1,699
441
$10.2K 0.01%
605
442
$9.96K 0.01%
88
443
$9.9K 0.01%
180
444
$9.69K 0.01%
275
445
$9.6K 0.01%
128
446
$9.58K 0.01%
350
447
$9.58K 0.01%
200
448
$9.29K 0.01%
148
+48
449
$9.28K 0.01%
24
450
$9.16K 0.01%
160