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
101
$141K 0.1%
+1,685
102
$138K 0.09%
+1,039
103
$135K 0.09%
+697
104
$134K 0.09%
+2,425
105
$134K 0.09%
+2,670
106
$134K 0.09%
+2,000
107
$129K 0.09%
+812
108
$129K 0.09%
+2,146
109
$126K 0.09%
+1,311
110
$123K 0.08%
+1,338
111
$122K 0.08%
+619
112
$121K 0.08%
+2,608
113
$118K 0.08%
+800
114
$113K 0.08%
+2,982
115
$108K 0.07%
+1,934
116
$107K 0.07%
+378
117
$107K 0.07%
+5,514
118
$106K 0.07%
+1,045
119
$106K 0.07%
+981
120
$104K 0.07%
+2,748
121
$103K 0.07%
+31,000
122
$99.3K 0.07%
+1,587
123
$99.1K 0.07%
+995
124
$97.9K 0.07%
+572
125
$96.5K 0.07%
+810