Financial Perspectives, Inc
CIK Number: 0002003287
297.74M
Market Value
622
# of Holdings
15 months
Avg. Holding Period
78.17%
Win Rate
22.62%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Medtronic Plc | 94.02 | +2.17% | 221.84K | -4.25% | 19.97M | 115.53 | 6.92% | |
| 2 | Vanguard Whiteh... | 132.58 | -1.10% | 135.9K | +1.08% | 17.42M | 102.79 | 6.04% | |
| 3 | Apple Inc | 238.04 | -1.57% | 64.11K | +0.52% | 14.94M | 124.14 | 5.18% | |
| 4 | Microsoft Corp | 387.92 | -2.29% | 33K | -0.07% | 14.2M | 236.67 | 4.92% | |
| 5 | Vanguard World ... | 576.48 | -3.68% | 22.94K | -3.43% | 13.46M | 375.61 | 4.66% |
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