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
$152M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Sells

1 +$2.03M
2 +$1.89M
3 +$357K
4
AAPL icon
Apple
AAPL
+$302K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$289K

Sector Composition

1 Healthcare 27.84%
2 Technology 13.48%
3 Consumer Discretionary 4.72%
4 Communication Services 3.36%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$140K 0.09%
338
127
$139K 0.09%
12,500
128
$139K 0.09%
+1,423
129
$135K 0.09%
572
130
$135K 0.09%
1,045
131
$135K 0.09%
380
132
$135K 0.09%
903
133
$134K 0.09%
2,670
134
$130K 0.09%
1,338
135
$128K 0.08%
1,311
136
$126K 0.08%
1,039
137
$126K 0.08%
2,551
+2
138
$123K 0.08%
+3,264
139
$122K 0.08%
2,075
140
$121K 0.08%
2,608
141
$119K 0.08%
1,310
142
$119K 0.08%
4,766
-3,770
143
$118K 0.08%
1,685
144
$117K 0.08%
600
+293
145
$114K 0.08%
2,964
+5
146
$111K 0.07%
613
147
$110K 0.07%
2,322
148
$109K 0.07%
871
+1
149
$108K 0.07%
777
150
$106K 0.07%
+2,899