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FP

Financial Perspectives Portfolio holdings

AUM $358M
1-Year Est. Return 22.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.74M
3
+$1.56M
4
HDV
iShares Core High Dividend ETF
HDV
+$770K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$750K

Top Sells

1
+$10.3M
2
+$2.71M
3
+$366K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$118K
5
MDT icon
Medtronic
MDT
+$69K

Sector Composition

1 Healthcare 28.79%
2 Technology 10.32%
3 Communication Services 3.21%
4 Consumer Discretionary 3.11%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$29 ﹤0.01%
1
527
$6 ﹤0.01%
8
528
$3 ﹤0.01%
8
529
– –
0
530
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-11
531
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-102
532
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0
533
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-480
534
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-17,738
535
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536
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537
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538
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539
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540
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541
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542
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543
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544
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545
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546
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547
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548
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549
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-33
550
– –
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