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
201
$36.1K 0.02%
+214
202
$35.8K 0.02%
+1,766
203
$35.7K 0.02%
+206
204
$35.7K 0.02%
+1,244
205
$35.5K 0.02%
+172
206
$35K 0.02%
+404
207
$34.7K 0.02%
+370
208
$34.5K 0.02%
+245
209
$33.9K 0.02%
+400
210
$33.1K 0.02%
+605
211
$33K 0.02%
+1,071
212
$32.9K 0.02%
+455
213
$32.7K 0.02%
+538
214
$32K 0.02%
+363
215
$31.6K 0.02%
+1,922
216
$31.3K 0.02%
+560
217
$30.3K 0.02%
+440
218
$29.6K 0.02%
+253
219
$29K 0.02%
+2,018
220
$29K 0.02%
+390
221
$28.9K 0.02%
+465
222
$28.6K 0.02%
+333
223
$28.4K 0.02%
+505
224
$28.2K 0.02%
+387
225
$28.1K 0.02%
+1,375