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
$199M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$310K
3
+$293K
4
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$286K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$279K

Top Sells

1
+$805K
2
+$633K
3
+$496K
4
BN icon
Brookfield
BN
+$484K
5
NVO icon
Novo Nordisk
NVO
+$433K

Sector Composition

1 Healthcare 23.87%
2 Technology 15.26%
3 Consumer Discretionary 6.09%
4 Communication Services 4.13%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.22K ﹤0.01%
66
-2
477
$7.09K ﹤0.01%
142
478
$6.95K ﹤0.01%
1,000
479
$6.91K ﹤0.01%
180
480
$6.79K ﹤0.01%
365
-215
481
$6.66K ﹤0.01%
8
482
$6.52K ﹤0.01%
209
483
$6.45K ﹤0.01%
290
484
$6.4K ﹤0.01%
277
485
$6.39K ﹤0.01%
130
486
$6.33K ﹤0.01%
132
487
$6.31K ﹤0.01%
510
488
$6.29K ﹤0.01%
172
489
$6.28K ﹤0.01%
100
490
$6.17K ﹤0.01%
100
491
$6.14K ﹤0.01%
25
492
$6.1K ﹤0.01%
138
493
$5.96K ﹤0.01%
16
494
$5.82K ﹤0.01%
66
495
$5.8K ﹤0.01%
100
496
$5.8K ﹤0.01%
+15
497
$5.7K ﹤0.01%
90
498
$5.66K ﹤0.01%
150
499
$5.66K ﹤0.01%
87
500
$5.63K ﹤0.01%
100
18 19
20
21 22