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
501
$6.96K ﹤0.01%
1,000
502
$6.84K ﹤0.01%
114
503
$6.64K ﹤0.01%
628
+2
504
$6.51K ﹤0.01%
77
505
$6.49K ﹤0.01%
126
506
$6.46K ﹤0.01%
315
507
$6.23K ﹤0.01%
43
508
$6.22K ﹤0.01%
79
509
$6.11K ﹤0.01%
100
510
$6.06K ﹤0.01%
83
511
$5.99K ﹤0.01%
155
512
$5.79K ﹤0.01%
500
513
$5.79K ﹤0.01%
92
514
$5.76K ﹤0.01%
100
515
$5.74K ﹤0.01%
71
516
$5.68K ﹤0.01%
200
517
$5.48K ﹤0.01%
164
518
$5.48K ﹤0.01%
225
519
$5.45K ﹤0.01%
100
520
$5.15K ﹤0.01%
135
521
$5.12K ﹤0.01%
198
522
$5.06K ﹤0.01%
274
523
$5.02K ﹤0.01%
209
524
$4.85K ﹤0.01%
25
-150
525
$4.81K ﹤0.01%
100
19 20
21
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