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
151
$69.5K 0.05%
+1,238
152
$69.5K 0.05%
+869
153
$68.4K 0.05%
+1,170
154
$67.8K 0.05%
+1,140
155
$65.3K 0.04%
+2,345
156
$63.7K 0.04%
+2,000
157
$63.6K 0.04%
+6,835
158
$63.2K 0.04%
+1,124
159
$62.4K 0.04%
+343
160
$61.9K 0.04%
+433
161
$61.4K 0.04%
+510
162
$60.5K 0.04%
+642
163
$60.1K 0.04%
+1,500
164
$59.2K 0.04%
+450
165
$58.1K 0.04%
+8,945
166
$57.5K 0.04%
+941
167
$57K 0.04%
+500
168
$55.3K 0.04%
+462
169
$54.9K 0.04%
+1,591
170
$54K 0.04%
+1,226
171
$53.8K 0.04%
+1,000
172
$53.4K 0.04%
+400
173
$52.8K 0.04%
+500
174
$52.1K 0.04%
+860
175
$51.8K 0.04%
+934
5 6
7
8 9