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 Buys

1
+$898K
2
+$710K
3
+$447K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$403K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$401K

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
176
$67.8K 0.04%
1,047
177
$67.8K 0.04%
440
+235
178
$66.1K 0.04%
827
+1
179
$65.5K 0.04%
1,514
180
$63.9K 0.04%
2,056
+1
181
$63.6K 0.04%
8,945
182
$63.3K 0.04%
+1,152
183
$63.2K 0.04%
1,266
184
$63.2K 0.04%
5,800
+2,900
185
$62.7K 0.04%
2,668
186
$59.7K 0.04%
860
187
$59.6K 0.04%
277
188
$58.3K 0.04%
1,124
189
$57.2K 0.04%
1,238
190
$56.8K 0.04%
2,418
+18
191
$56.6K 0.04%
952
+3
192
$56.6K 0.04%
500
193
$55.4K 0.04%
3,174
+5
194
$53.9K 0.04%
325
195
$53.6K 0.04%
1,036
196
$53.6K 0.04%
2,000
197
$53.4K 0.04%
2,140
198
$52.3K 0.03%
945
199
$51.4K 0.03%
187
+128
200
$50.8K 0.03%
108
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