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
$195M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.34M
3
+$798K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$769K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$689K

Top Sells

1
+$1.27M
2
+$767K
3
+$742K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$565K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$552K

Sector Composition

1 Healthcare 19.83%
2 Technology 13.65%
3 Consumer Discretionary 3.26%
4 Financials 3.13%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.29K ﹤0.01%
432
477
$7.27K ﹤0.01%
1,000
478
$7.11K ﹤0.01%
204
+3
479
$7.03K ﹤0.01%
100
480
$7.01K ﹤0.01%
100
481
$6.95K ﹤0.01%
66
482
$6.93K ﹤0.01%
180
+1
483
$6.82K ﹤0.01%
90
484
$6.8K ﹤0.01%
284
485
$6.77K ﹤0.01%
318
-2,964
486
$6.61K ﹤0.01%
81
487
$6.58K ﹤0.01%
200
488
$6.57K ﹤0.01%
100
489
$6.56K ﹤0.01%
63
490
$6.38K ﹤0.01%
27
491
$6.28K ﹤0.01%
124
492
$6.28K ﹤0.01%
104
493
$6.17K ﹤0.01%
777
494
$6.04K ﹤0.01%
106
495
$6K ﹤0.01%
24
496
$5.97K ﹤0.01%
44
497
$5.88K ﹤0.01%
220
+3
498
$5.83K ﹤0.01%
111
+2
499
$5.71K ﹤0.01%
100
500
$5.68K ﹤0.01%
142
18 19
20
21 22