FP
Financial Perspectives Portfolio holdings
AUM
$331M
1-Year Return
22.12%
This Quarter Return
-15.41%
1 Year Return
+22.12%
3 Year Return
+78.31%
5 Year Return
+117.34%
10 Year Return
–
AUM
$177M
AUM Growth
-$36.9M
(-17%)
Cap. Flow
-$1.3M
Cap. Flow
% of AUM
-0.73%
Top 10 Holdings %
Top 10 Hldgs %
47.83%
Holding
701
New
12
Increased
133
Reduced
29
Closed
7
Top Buys
| 1 |
Broadcom
AVGO
|
$486K |
| 2 |
Capital Group Growth ETF
CGGR
|
$382K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$304K |
| 4 |
iShares Core High Dividend ETF
HDV
|
$286K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$242K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.01M |
| 2 |
Boston Scientific
BSX
|
$506K |
| 3 |
Vanguard International High Dividend Yield ETF
VYMI
|
$397K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$369K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$330K |
Sector Composition
| 1 | Healthcare | 21.37% |
| 2 | Technology | 15.12% |
| 3 | Consumer Discretionary | 3.86% |
| 4 | Communication Services | 3.34% |
| 5 | Financials | 2.92% |
