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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$25.9M
3
+$10.3M
4
BSX icon
Boston Scientific
BSX
+$8.02M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$7.15M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 30.06%
2 Technology 8.43%
3 Communication Services 3.07%
4 Financials 3.05%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$366K 0.25%
+17,738
52
$352K 0.24%
+5,074
53
$350K 0.24%
+4,697
54
$344K 0.23%
+4,217
55
$342K 0.23%
+1,565
56
$321K 0.22%
+7,281
57
$317K 0.22%
+4,375
58
$315K 0.21%
+7,612
59
$313K 0.21%
+969
60
$309K 0.21%
+6,870
61
$307K 0.21%
+6,150
62
$300K 0.2%
+5,129
63
$299K 0.2%
+6,382
64
$296K 0.2%
+2,275
65
$288K 0.2%
+1,354
66
$279K 0.19%
+2,124
67
$270K 0.18%
+8,536
68
$268K 0.18%
+4,994
69
$259K 0.18%
+1,883
70
$248K 0.17%
+3,860
71
$247K 0.17%
+4,188
72
$242K 0.17%
+2,011
73
$242K 0.17%
+7,660
74
$237K 0.16%
+1,113
75
$236K 0.16%
+3,743
1 2
3
4 5