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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 $297,736,049
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Medtronic Plc
 MDT 227,096 $18,140,429 6.09%
2.
Vanguard Whitehall Funds
 135,926 $17,342,855 5.82%
3.
Vanguard World Fund
 26,517 $16,488,152 5.53%
4.
Apple Inc.
 AAPL 64,643 $16,187,900 5.43%
5.
Microsoft Corp
 MSFT 33,537 $14,135,825 4.74%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)