FP
Financial Perspectives Portfolio holdings
AUM
$331M
1-Year Est. Return
22.12%
1 Year Est. Return
+22.12%
AUM
$331M
AUM Growth
+$38.7M
(+13%)
Holding
736
Top Buys
| 1 | +$938K | |
| 2 | +$859K | |
| 3 | +$691K | |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$660K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$636K |
Top Sells
| 1 | +$750K | |
| 2 | +$354K | |
| 3 | +$331K | |
| 4 |
Boston Scientific
BSX
|
+$327K |
| 5 |
Mercado Libre
MELI
|
+$277K |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Healthcare | 14.1% |
| 3 | Consumer Discretionary | 4.79% |
| 4 | Financials | 3.51% |
| 5 | Communication Services | 3.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
Amplify Alternative Harvest ETF
MJ
$195M
| – | – |
-51
|
|
||
727
iShares Preferred and Income Securities ETF
PFF
$14.6B
| – | – |
-232
|
|
||
|
PMX
728
DELISTED
PIMCO Municipal Income Fund III
PMX
| – | – |
-990
|
|
||
729
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| – | – |
-90
|
|
||
730
iShares TIPS Bond ETF
TIP
$13.9B
| – | – |
-36
|
|
||
731
ProShares UltraPro S&P 500
UPRO
$4.54B
| – | – |
-22
|
|
||
732
Vanguard Small-Cap Value ETF
VBR
$31B
| – | – |
-9
|
|
||
|
EQC
733
DELISTED
Equity Commonwealth
EQC
| – | – |
-695
|
|