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
176
$51.7K 0.04%
+764
177
$50.5K 0.03%
+1,146
178
$48.8K 0.03%
+732
179
$48.2K 0.03%
+146
180
$47.8K 0.03%
+645
181
$45.6K 0.03%
+277
182
$44.7K 0.03%
+790
183
$44.1K 0.03%
+735
184
$43.8K 0.03%
+1,500
185
$43.7K 0.03%
+634
186
$43.2K 0.03%
+184
187
$41.9K 0.03%
+1,917
188
$40.4K 0.03%
+1,612
189
$40.2K 0.03%
+1,650
190
$39.7K 0.03%
+290
191
$39.7K 0.03%
+492
192
$39.4K 0.03%
+218
193
$39.3K 0.03%
+640
194
$38.9K 0.03%
+325
195
$38.8K 0.03%
+1,446
196
$38.1K 0.03%
+624
197
$38K 0.03%
+952
198
$37K 0.03%
+435
199
$36.9K 0.03%
+768
200
$36.1K 0.02%
+800
6 7
8
9 10