FINANCIAL PERSPECTIVES, INC 13F Portfolio
FINANCIAL PERSPECTIVES, INC runs FINANCIAL PERSPECTIVES, INC and currently holds 728 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $410.87M. Their top holdings are VGT, VYM, AAPL, MDT, TSM. The top five represent 24.5% of reported portfolio weight. FINANCIAL PERSPECTIVES, INC ranks #682 out of 1000 investors tracked by Alpha Score. They added to 63 existing positions. They trimmed 19 positions. Their current best-performing preview position is SNDK with returns of +257.87%.
Portfolio Value
$410.87M
Alpha Score
42.9
#682 of 1000
Holdings
728
FINANCIAL PERSPECTIVES, INC Current 13F Holdings
Reported holdings from FINANCIAL PERSPECTIVES, INC's latest SEC 13F filing, ranked by portfolio weight.
728 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VGT VANGUARD WORLD FD | 6.50% | $53.27 | $127.97 | +140.23% | Added +700.29% |
 VYM VANGUARD WHITEHALL FDS | 5.65% | $105.78 | $158.70 | +50.03% | Added +1.31% |
 AAPL APPLE INC | 4.55% | $130.01 | $336.68 | +158.97% | Trimmed -1.40% |
 MDT MEDTRONIC PLC | 4.04% | $114.46 | $88.47 | -22.71% | Trimmed -3.05% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 3.77% | $124.17 | $453.28 | +265.05% | Trimmed -2.25% |
 VYMI VANGUARD WHITEHALL FDS | 3.43% | $69.43 | $100.66 | +44.98% | Added +4.28% |
 IVW ISHARES TR | 3.37% | $71.11 | $145.24 | +104.25% | Added +1.65% |
 MSFT MICROSOFT CORP | 3.19% | $250.93 | $535.07 | +113.23% | Added +5.16% |
 AVGO BROADCOM INC | 2.80% | $49.66 | $361.54 | +628.03% | Trimmed -5.89% |
 VIG VANGUARD SPECIALIZED FUNDS | 2.58% | $154.36 | $239.00 | +54.83% | Trimmed -2.39% |
Showing 1-10 of 728