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
$288M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$449K
3
+$187K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$186K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$144K

Top Sells

1
+$887K
2
+$479K
3
+$422K
4
MMM icon
3M
MMM
+$205K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$169K

Sector Composition

1 Technology 19%
2 Healthcare 16.18%
3 Consumer Discretionary 4.43%
4 Communication Services 3.23%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.79K ﹤0.01%
74
477
$9.66K ﹤0.01%
100
478
$9.62K ﹤0.01%
66
479
$9.61K ﹤0.01%
90
480
$9.13K ﹤0.01%
200
481
$9.11K ﹤0.01%
254
+1
482
$8.95K ﹤0.01%
200
+1
483
$8.82K ﹤0.01%
210
484
$8.65K ﹤0.01%
104
485
$8.53K ﹤0.01%
132
486
$8.51K ﹤0.01%
120
487
$8.51K ﹤0.01%
195
+1
488
$8.39K ﹤0.01%
21
-125
489
$8.35K ﹤0.01%
44
490
$8.28K ﹤0.01%
63
491
$8.18K ﹤0.01%
990
492
$8.13K ﹤0.01%
27
493
$8.07K ﹤0.01%
133
494
$7.83K ﹤0.01%
43
+29
495
$7.71K ﹤0.01%
232
496
$7.7K ﹤0.01%
324
497
$7.64K ﹤0.01%
37
498
$7.4K ﹤0.01%
78
499
$7.18K ﹤0.01%
81
500
$7K ﹤0.01%
100
18 19
20
21 22