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
551
$3.33K ﹤0.01%
262
-1,186
552
$3.32K ﹤0.01%
140
553
$3.22K ﹤0.01%
100
554
$3.17K ﹤0.01%
131
555
$3.15K ﹤0.01%
78
556
$3.13K ﹤0.01%
100
557
$3.09K ﹤0.01%
27
558
$3.02K ﹤0.01%
128
559
$3K ﹤0.01%
126
560
$2.86K ﹤0.01%
26
561
$2.82K ﹤0.01%
510
562
$2.8K ﹤0.01%
1,434
563
$2.76K ﹤0.01%
24
564
$2.64K ﹤0.01%
52
565
$2.59K ﹤0.01%
20
566
$2.56K ﹤0.01%
33
567
$2.47K ﹤0.01%
200
568
$2.44K ﹤0.01%
61
569
$2.37K ﹤0.01%
7
-44
570
$2.37K ﹤0.01%
195
571
$2.32K ﹤0.01%
125
572
$2.31K ﹤0.01%
60
573
$2.29K ﹤0.01%
100
574
$2.24K ﹤0.01%
27
575
$2.23K ﹤0.01%
200
21 22
23
24 25