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
76
$227K 0.16%
+5,523
77
$225K 0.15%
+7,210
78
$224K 0.15%
+5,435
79
$221K 0.15%
+903
80
$213K 0.15%
+1,080
81
$210K 0.14%
+6,273
82
$208K 0.14%
+4,670
83
$208K 0.14%
+2,754
84
$207K 0.14%
+3,256
85
$203K 0.14%
+2,524
86
$197K 0.13%
+3,021
87
$193K 0.13%
+3,034
88
$187K 0.13%
+4,728
89
$179K 0.12%
+8,459
90
$175K 0.12%
+1,924
91
$174K 0.12%
+3,278
92
$165K 0.11%
+1,210
93
$159K 0.11%
+1,113
94
$159K 0.11%
+4,195
95
$157K 0.11%
+12,500
96
$155K 0.11%
+2,526
97
$148K 0.1%
+2,075
98
$148K 0.1%
+771
99
$144K 0.1%
+800
100
$144K 0.1%
+2,668
2 3
4
5 6