Managed by Financial Perspectives, Inc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $83.4M |
| 5.43M |
| 0.00% |
| — |
| 6 | A AAPL — | $61.5M | 7.51M | 0.00% | — |
| 7 | F FIS — | $45.6M | 1.90M | 0.00% | — |
| 8 | V VGES — | $38.2M | 5.62M | 0.00% | — |
| 9 | V VGES — | $37.4M | 3.10M | 0.00% | — |
| 10 | I IAU — | $33.2M | 1.04M | 0.00% | — |
| 11 | M MSFT — | $32.3M | 7.61M | 0.00% | — |
| 12 | I IAU — | $31.9M | 3.03M | 0.00% | — |
| 13 | P PFE — | $31.5M | 954.6K | 0.00% | — |
| 14 | V VGES — | $29.9M | 1.96M | 0.00% | — |
| 15 | T | $29.2M | 3.45M | 0.00% | — |
| 16 | M MDT — | $28.9M | 232.6K | 0.00% | — |
| 17 | M MDT — | $28.3M | 226.1K | 0.00% | — |
| 18 | V VYLD — | $27.5M | 544.9K | 0.00% | — |
| 19 | M MDT — | $27.1M | 231.0K | 0.00% | — |
| 20 | M MDT — | $25.9M | 228.5K | 0.00% | — |