Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Financial Perspectives, Inc > Profile

Instuitional Investor - Financial Perspectives, Inc

Fund Profile
Filing Period:
Fund Name: Financial Perspectives, Inc
Portfolio Value $330,793,202
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Medtronic Plc
 MDT 218,918 $19,083,124 5.77%
2.
Vanguard World Fund
 28,602 $18,971,007 5.74%
3.
Vanguard Whitehall Funds
 140,178 $18,687,104 5.65%
4.
Microsoft Corp
 MSFT 33,659 $16,742,111 5.06%
5.
Boston Scientific Corp
 BSX 134,150 $14,409,035 4.36%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)