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
451
$2.22K ﹤0.01%
+120
452
$2.14K ﹤0.01%
+100
453
$2.03K ﹤0.01%
+23
454
$2.01K ﹤0.01%
+500
455
$2K ﹤0.01%
+77
456
$1.92K ﹤0.01%
+100
457
$1.9K ﹤0.01%
+88
458
$1.87K ﹤0.01%
+114
459
$1.87K ﹤0.01%
+10
460
$1.87K ﹤0.01%
+14
461
$1.79K ﹤0.01%
+51
462
$1.75K ﹤0.01%
+24
463
$1.74K ﹤0.01%
+21
464
$1.73K ﹤0.01%
+100
465
$1.66K ﹤0.01%
+100
466
$1.65K ﹤0.01%
+36
467
$1.49K ﹤0.01%
+21
468
$1.42K ﹤0.01%
+100
469
$1.39K ﹤0.01%
+48
470
$1.35K ﹤0.01%
+100
471
$1.32K ﹤0.01%
+100
472
$1.27K ﹤0.01%
+22
473
$1.27K ﹤0.01%
+57
474
$1.24K ﹤0.01%
+100
475
$1.23K ﹤0.01%
+6
17 18
19
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