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
$292M
AUM Growth
-$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Sells

1 +$780K
2 +$370K
3 +$208K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$177K
5
MSFT icon
Microsoft
MSFT
+$160K

Sector Composition

1 Technology 17.53%
2 Healthcare 16.64%
3 Consumer Discretionary 4.59%
4 Financials 3.55%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$17.7K 0.01%
365
427
$17.4K 0.01%
317
428
$17.3K 0.01%
590
429
$17.2K 0.01%
209
430
$16.8K 0.01%
69
431
$16.7K 0.01%
352
+3
432
$16.6K 0.01%
264
433
$16.5K 0.01%
143
434
$16.4K 0.01%
87
435
$16.3K 0.01%
223
436
$16.2K 0.01%
490
437
$16.2K 0.01%
100
438
$16.1K 0.01%
89
439
$15.9K 0.01%
50
440
$15.6K 0.01%
159
441
$15.5K 0.01%
147
-4
442
$15.4K 0.01%
115
443
$15.4K 0.01%
716
+2
444
$15.1K 0.01%
170
445
$14.9K 0.01%
105
446
$14.9K 0.01%
554
+5
447
$14.8K 0.01%
212
448
$14.8K 0.01%
1,632
-800
449
$14.7K 0.01%
804
450
$14.5K 0.01%
255