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Home > Institutional Investor > Financial Perspectives, Inc > Profile

Instuitional Investor - Financial Perspectives, Inc

Fund Profile
Filing Period:
Fund Name: Financial Perspectives, Inc
Portfolio Value $246,409,264
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Medtronic Plc
 MDT 239,270 $19,711,022 7.99%
2.
Vanguard Whitehall Funds
 134,186 $14,979,206 6.07%
3.
Apple Inc.
 AAPL 65,428 $12,596,780 5.11%
4.
Microsoft Corp
 MSFT 33,069 $12,435,447 5.04%
5.
Vanguard World Fund
 25,407 $12,297,065 4.99%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)