FP

Financial Perspectives Portfolio holdings

AUM $361M
1-Year Est. Return 24.24%
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$9.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$732K
3
+$420K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$270K
5
MSFT icon
Microsoft
MSFT
+$228K

Top Sells

1
+$1.29M
2
+$661K
3
+$527K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$256K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$180K

Sector Composition

1 Technology 20.06%
2 Healthcare 15.07%
3 Consumer Discretionary 4.8%
4 Communication Services 3.57%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$94.7K 0.03%
534
227
$93.7K 0.03%
2,209
228
$91.5K 0.03%
479
+2
229
$91.3K 0.03%
370
+45
230
$90.6K 0.03%
1,387
+4
231
$89.2K 0.03%
1,155
-1,739
232
$89.2K 0.03%
145
+41
233
$88.4K 0.03%
400
234
$88.2K 0.03%
981
235
$87.9K 0.03%
797
+2
236
$87.8K 0.03%
1,620
+1
237
$87.5K 0.03%
3,192
+3,085
238
$86.8K 0.03%
961
239
$85.8K 0.03%
205
+12
240
$84.7K 0.03%
954
+102
241
$84.7K 0.03%
+3,240
242
$84.3K 0.03%
1,446
+1
243
$83.8K 0.03%
778
244
$83.1K 0.03%
225
245
$82.8K 0.03%
130
246
$82.1K 0.03%
464
247
$81.5K 0.03%
143
+21
248
$81.5K 0.03%
3,015
+25
249
$81.2K 0.03%
1,681
250
$79.1K 0.03%
584
+32
8 9
10
11 12