Financial Perspectives, Inc
CIK Number: 0002003287
288.48M
Market Value
626
# of Holdings
15 months
Avg. Holding Period
77.35%
Win Rate
20.93%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Medtronic Plc | 82.47 | -0.31% | 221.84K | -4.25% | 19.97M | 115.53 | 6.92% | |
| 2 | Vanguard Whiteh... | 131.82 | +0.86% | 135.90K | +1.08% | 17.42M | 102.79 | 6.04% | |
| 3 | Apple Inc | 248.21 | +0.10% | 64.11K | +0.52% | 14.94M | 124.38 | 5.18% | |
| 4 | Microsoft Corp | 447.43 | -0.47% | 33.00K | -0.07% | 14.20M | 236.67 | 4.92% | |
| 5 | Vanguard World ... | 640.16 | +0.43% | 22.94K | -3.43% | 13.46M | 375.61 | 4.66% |
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