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
476
$1.23K ﹤0.01%
+52
477
$1.22K ﹤0.01%
+171
478
$1.12K ﹤0.01%
+185
479
$1.1K ﹤0.01%
+39
480
$1.09K ﹤0.01%
+33
481
$1.08K ﹤0.01%
+360
482
$1.01K ﹤0.01%
+43
483
$921 ﹤0.01%
+36
484
$882 ﹤0.01%
+57
485
$853 ﹤0.01%
+5
486
$851 ﹤0.01%
+26
487
$837 ﹤0.01%
+50
488
$828 ﹤0.01%
+209
489
$814 ﹤0.01%
+8
490
$810 ﹤0.01%
+103
491
$809 ﹤0.01%
+100
492
$770 ﹤0.01%
+15
493
$753 ﹤0.01%
+110
494
$713 ﹤0.01%
+48
495
$577 ﹤0.01%
+20
496
$548 ﹤0.01%
+68
497
$394 ﹤0.01%
+29
498
$356 ﹤0.01%
+30
499
$345 ﹤0.01%
+54
500
– –
0
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20
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