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
176
$57.3K 0.04%
949
+4
177
$56.6K 0.04%
1,036
178
$56.3K 0.04%
8,945
179
$56.1K 0.04%
2,400
+18
180
$55.9K 0.04%
1,266
+120
181
$55.2K 0.04%
1,238
182
$54.9K 0.04%
498
183
$53.4K 0.04%
694
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184
$53.1K 0.04%
1,514
185
$53K 0.04%
500
186
$52.7K 0.04%
1,047
+135
187
$52.2K 0.04%
2,000
188
$52.2K 0.04%
307
189
$51.9K 0.04%
277
190
$51.6K 0.04%
860
191
$50.8K 0.04%
2,140
192
$48.9K 0.04%
945
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193
$46.5K 0.03%
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194
$46.5K 0.03%
31,000
195
$46.3K 0.03%
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196
$45.1K 0.03%
1,635
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197
$43.9K 0.03%
325
198
$42.4K 0.03%
68
199
$42.3K 0.03%
732
200
$42.2K 0.03%
1,500
6 7
8
9 10