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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
$195M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.39M
3
+$768K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$744K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$692K

Top Sells

1
+$1.3M
2
+$776K
3
+$771K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$568K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$542K

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
701
– –
-1
702
– –
-67
703
– –
-10
704
– –
-8,941
705
– –
-5
706
– –
-2,104
707
– –
-200
708
– –
-200
709
– –
-8
710
– –
-75
711
– –
-986
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