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
126
$96.4K 0.07%
+6,560
127
$96.2K 0.07%
+1,815
128
$91.2K 0.06%
+2,351
129
$88.8K 0.06%
+2,522
130
$88K 0.06%
+869
131
$87.5K 0.06%
+1,389
132
$87.3K 0.06%
+1,000
133
$86.2K 0.06%
+520
134
$85.6K 0.06%
+673
135
$85.2K 0.06%
+290
136
$84.2K 0.06%
+448
137
$84.1K 0.06%
+1,036
138
$84K 0.06%
+672
139
$83.4K 0.06%
+660
140
$81.9K 0.06%
+1,260
141
$81K 0.06%
+13,760
142
$79.9K 0.05%
+270
143
$75.9K 0.05%
+400
144
$75.1K 0.05%
+3,805
145
$74.3K 0.05%
+498
146
$73.7K 0.05%
+5,417
147
$72.1K 0.05%
+5,300
148
$71.5K 0.05%
+219
149
$70.4K 0.05%
+2,140
150
$69.6K 0.05%
+2,401
4 5
6
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