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
501
$301 ﹤0.01%
+8
502
$299 ﹤0.01%
+15
503
$237 ﹤0.01%
+11
504
$208 ﹤0.01%
+2
505
$196 ﹤0.01%
+5
506
$191 ﹤0.01%
+16
507
$106 ﹤0.01%
+4
508
$100 ﹤0.01%
+10
509
$90 ﹤0.01%
+20
510
$82 ﹤0.01%
+8
511
$45 ﹤0.01%
+1
512
$7 ﹤0.01%
+8
513
0
514
0