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
$140M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$773K
3
+$541K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$503K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$501K

Top Sells

1
+$3.45M
2
+$3.07M
3
+$494K
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$428K
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$153K

Sector Composition

1 Healthcare 27.23%
2 Technology 12.25%
3 Consumer Discretionary 3.89%
4 Communication Services 3.3%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$81.6K 0.06%
2,401
152
$79.1K 0.06%
660
153
$77.5K 0.06%
810
154
$76.8K 0.06%
674
+1
155
$74.7K 0.05%
5,405
156
$74.5K 0.05%
1,035
157
$74.1K 0.05%
918
+890
158
$73.9K 0.05%
3,169
+9
159
$73.4K 0.05%
1,406
+5
160
$70.9K 0.05%
2,984
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161
$70.2K 0.05%
2,322
+400
162
$70K 0.05%
400
163
$70K 0.05%
2,055
+87
164
$69.2K 0.05%
343
165
$68.3K 0.05%
2,668
166
$68.2K 0.05%
3,805
167
$67.3K 0.05%
5,417
168
$67.2K 0.05%
6,560
169
$66.7K 0.05%
470
+3
170
$64.9K 0.05%
149
171
$63.9K 0.05%
1,140
172
$62.1K 0.04%
2,601
+51
173
$61.2K 0.04%
1,124
174
$60.8K 0.04%
998
+2
175
$59.4K 0.04%
826
+60
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