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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
$199M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$520K
2
+$318K
3
+$304K
4
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$296K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$286K

Top Sells

1
+$831K
2
+$665K
3
+$506K
4
BN icon
Brookfield
BN
+$484K
5
NVO
Novo Nordisk
NVO
+$436K

Sector Composition

1 Healthcare 23.87%
2 Technology 15.26%
3 Consumer Discretionary 6.09%
4 Communication Services 4.13%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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652
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-1,766
653
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654
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655
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656
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-21
657
– –
-6,560
658
– –
-503
659
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-524
660
– –
-1,238
661
– –
-500
662
– –
-12,500
663
– –
-52
664
– –
-93
665
– –
-24
666
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-919
667
– –
-59
668
– –
-56
669
– –
-122
670
– –
-54
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