Financial Perspectives, Inc
CIK Number: 0002003287
292.1M
Market Value
675
# of Holdings
16 months
Avg. Holding Period
36.97%
Win Rate
22.67%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | 84.59 | +0.65% | 227.1K | +2.37% | 18.14M | 114.7 | 6.09% |
| 2 | VYM | Vanguard High Divide... | 124.26 | +0.40% | 135.93K | +0.02% | 17.34M | 102.8 | 5.82% |
| 3 | VGT | Vanguard Information... | 548.29 | +0.51% | 26.52K | +15.59% | 16.49M | 408.81 | 5.54% |
| 4 | AAPL | Apple Inc. | 211.21 | +0.51% | 64.64K | +0.84% | 16.19M | 125.19 | 5.44% |
| 5 | MSFT | Microsoft Corporatio... | 394.04 | +0.74% | 33.54K | +1.64% | 14.14M | 239.65 | 4.75% |
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