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
$140M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$773K
3
+$541K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$503K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$501K

Top Sells

1
+$3.45M
2
+$3.07M
3
+$494K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$428K
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$153K

Sector Composition

1 Healthcare 27.23%
2 Technology 12.25%
3 Consumer Discretionary 3.89%
4 Communication Services 3.3%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.29K ﹤0.01%
+28
477
$2.23K ﹤0.01%
42
478
$2.23K ﹤0.01%
200
479
$2.22K ﹤0.01%
26
480
$2.17K ﹤0.01%
200
481
$2.15K ﹤0.01%
23
482
$2.14K ﹤0.01%
77
483
$2.14K ﹤0.01%
8
484
$2.05K ﹤0.01%
+41
485
$1.84K ﹤0.01%
10
486
$1.84K ﹤0.01%
200
487
$1.78K ﹤0.01%
+10
488
$1.76K ﹤0.01%
60
-101
489
$1.75K ﹤0.01%
100
490
$1.73K ﹤0.01%
26
491
$1.73K ﹤0.01%
31
492
$1.7K ﹤0.01%
177
493
$1.66K ﹤0.01%
+250
494
$1.64K ﹤0.01%
+10
495
$1.63K ﹤0.01%
225
496
$1.62K ﹤0.01%
107
-721
497
$1.59K ﹤0.01%
100
498
$1.52K ﹤0.01%
425
499
$1.51K ﹤0.01%
52
500
$1.49K ﹤0.01%
14
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