FINANCIAL PERSPECTIVES, INC

FINANCIAL PERSPECTIVES, INC runs FINANCIAL PERSPECTIVES, INC and currently holds 710 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $358.20M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FINANCIAL PERSPECTIVES, INC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FINANCIAL PERSPECTIVES, INC's portfolio at FINANCIAL PERSPECTIVES, INC has delivered returns of +15.27%. Their 3-year annualized return is +52.08%. Looking at the 5-year horizon, FINANCIAL PERSPECTIVES, INC has achieved +340.97% annualized returns at FINANCIAL PERSPECTIVES, INC.