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
$288M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$449K
3
+$187K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$186K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$144K

Top Sells

1
+$887K
2
+$479K
3
+$422K
4
MMM icon
3M
MMM
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$169K

Sector Composition

1 Technology 19%
2 Healthcare 16.18%
3 Consumer Discretionary 4.43%
4 Communication Services 3.23%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12.4K ﹤0.01%
505
452
$12.2K ﹤0.01%
250
453
$12K ﹤0.01%
40
454
$11.7K ﹤0.01%
105
-1
455
$11.6K ﹤0.01%
581
+2
456
$11.6K ﹤0.01%
50
457
$11.6K ﹤0.01%
142
458
$11.5K ﹤0.01%
325
459
$11.5K ﹤0.01%
275
460
$11.5K ﹤0.01%
115
+1
461
$11.3K ﹤0.01%
105
462
$11.3K ﹤0.01%
217
463
$11.3K ﹤0.01%
116
464
$11.2K ﹤0.01%
151
465
$11.1K ﹤0.01%
284
466
$11.1K ﹤0.01%
+224
467
$10.9K ﹤0.01%
81
468
$10.8K ﹤0.01%
159
469
$10.7K ﹤0.01%
14
470
$10.7K ﹤0.01%
410
+4
471
$10.7K ﹤0.01%
100
472
$10.5K ﹤0.01%
100
473
$10.2K ﹤0.01%
99
474
$10.2K ﹤0.01%
605
475
$9.87K ﹤0.01%
100
17 18
19
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