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
201
$79.7K 0.04%
1,119
-19
202
$78.8K 0.04%
2,542
203
$77.1K 0.04%
1,477
+2
204
$76.4K 0.04%
4,094
205
$76K 0.04%
897
+4
206
$76K 0.04%
395
+10
207
$75.8K 0.04%
1,443
+1
208
$75.7K 0.04%
1,861
-63
209
$75.4K 0.04%
586
-54
210
$74.5K 0.04%
939
+79
211
$74.4K 0.04%
+863
212
$73.6K 0.04%
+1,366
213
$71.1K 0.04%
8,129
-243
214
$70.6K 0.04%
2,317
215
$70.3K 0.04%
+3,136
216
$69.6K 0.04%
1,019
-1,087
217
$69.4K 0.04%
2,796
+2
218
$68.9K 0.04%
6,935
-2,431
219
$66.9K 0.03%
461
+3
220
$66.8K 0.03%
1,036
221
$66.4K 0.03%
321
+1
222
$64.8K 0.03%
325
223
$64.3K 0.03%
343
224
$64.2K 0.03%
1,514
225
$64K 0.03%
890
+4
7 8
9
10 11