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
$195M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Sells

1 +$1.27M
2 +$767K
3 +$742K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$565K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$552K

Sector Composition

1 Healthcare 19.83%
2 Technology 13.65%
3 Consumer Discretionary 3.26%
4 Financials 3.13%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$11.3K 0.01%
505
427
$11.3K 0.01%
67
428
$10.9K 0.01%
+523
429
$10.8K 0.01%
403
+1
430
$10.8K 0.01%
786
-142
431
$10.7K 0.01%
100
432
$10.7K 0.01%
148
433
$10.7K 0.01%
255
434
$10.7K 0.01%
99
435
$10.6K 0.01%
50
436
$10.5K 0.01%
650
437
$10.5K 0.01%
1,013
438
$10.5K 0.01%
702
439
$10.5K 0.01%
100
440
$10.3K 0.01%
151
+147
441
$10.2K 0.01%
544
442
$10.1K 0.01%
275
443
$9.98K 0.01%
117
444
$9.98K 0.01%
100
445
$9.94K 0.01%
75
446
$9.83K 0.01%
111
447
$9.72K 0.01%
605
448
$9.53K ﹤0.01%
55
449
$9.51K ﹤0.01%
140
+1
450
$9.49K ﹤0.01%
38