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
26
$728K 0.5%
+8,387
27
$724K 0.49%
+7,378
28
$699K 0.48%
+20,812
29
$633K 0.43%
+10,884
30
$627K 0.43%
+4,332
31
$586K 0.4%
+14,154
32
$562K 0.38%
+2,482
33
$550K 0.38%
+9,194
34
$546K 0.37%
+3,087
35
$514K 0.35%
+2,502
36
$493K 0.34%
+5,673
37
$492K 0.34%
+16,984
38
$473K 0.32%
+1,609
39
$472K 0.32%
+3,936
40
$467K 0.32%
+9,728
41
$453K 0.31%
+2,811
42
$447K 0.31%
+3,208
43
$444K 0.3%
+1,378
44
$434K 0.3%
+5,734
45
$413K 0.28%
+7,030
46
$413K 0.28%
+2,521
47
$405K 0.28%
+8,123
48
$391K 0.27%
+5,601
49
$386K 0.26%
+3,010
50
$374K 0.26%
+3,953
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