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
$195M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.34M
3
+$798K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$769K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$689K

Top Sells

1
+$1.27M
2
+$767K
3
+$742K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$565K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$552K

Sector Composition

1 Healthcare 19.83%
2 Technology 13.65%
3 Consumer Discretionary 3.26%
4 Financials 3.13%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$99.7K 0.05%
2,000
177
$99.5K 0.05%
3,612
-578
178
$99.1K 0.05%
3,568
179
$98.4K 0.05%
766
180
$95.2K 0.05%
2,753
181
$94.1K 0.05%
3,988
+2,386
182
$92.7K 0.05%
952
183
$92.7K 0.05%
400
184
$92.2K 0.05%
9,769
-3,303
185
$90.6K 0.05%
2,193
+5
186
$89.5K 0.05%
1,399
+239
187
$89.3K 0.05%
661
188
$89.2K 0.05%
+3,036
189
$86.4K 0.04%
2,209
190
$86.1K 0.04%
7,405
+4
191
$86K 0.04%
429
+1
192
$85.7K 0.04%
6,382
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193
$84.5K 0.04%
3,479
194
$84.5K 0.04%
1,246
195
$84.4K 0.04%
1,500
196
$83.2K 0.04%
+1,811
197
$81.2K 0.04%
2,413
198
$80.7K 0.04%
952
+1
199
$80.3K 0.04%
1,000
200
$80.2K 0.04%
1,238
6 7
8
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