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
$331M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Sells

1 +$750K
2 +$354K
3 +$331K
4
BSX icon
Boston Scientific
BSX
+$327K
5
MELI icon
Mercado Libre
MELI
+$277K

Sector Composition

1 Technology 19.9%
2 Healthcare 14.1%
3 Consumer Discretionary 4.79%
4 Financials 3.51%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VICE icon
226
AdvisorShares Vice ETF
VICE
$7.27M
$96.7K 0.03%
2,829
+346
LIN icon
227
Linde
LIN
$198B
$96.2K 0.03%
205
FISV
228
Fiserv Inc
FISV
$34.1B
$94.8K 0.03%
550
WFC icon
229
Wells Fargo
WFC
$267B
$94.8K 0.03%
1,183
IVE icon
230
iShares S&P 500 Value ETF
IVE
$42.4B
$94.4K 0.03%
483
+2
KMI icon
231
Kinder Morgan
KMI
$61B
$93.8K 0.03%
3,192
IJK icon
232
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.1B
$91.9K 0.03%
1,010
+196
DOCU icon
233
DocuSign
DOCU
$13.6B
$91.8K 0.03%
1,178
+212
IBB icon
234
iShares Biotechnology ETF
IBB
$6.57B
$91.4K 0.03%
722
+203
PH icon
235
Parker-Hannifin
PH
$105B
$91K 0.03%
130
IHI icon
236
iShares US Medical Devices ETF
IHI
$4.38B
$90.6K 0.03%
1,446
VO icon
237
Vanguard Mid-Cap ETF
VO
$86.8B
$90.2K 0.03%
322
+91
BAM icon
238
Brookfield Asset Management
BAM
$83B
$89.6K 0.03%
1,620
RSG icon
239
Republic Services
RSG
$64.9B
$89.3K 0.03%
362
CRM icon
240
Salesforce
CRM
$232B
$89.3K 0.03%
327
XLF icon
241
Financial Select Sector SPDR Fund
XLF
$54B
$88K 0.03%
1,681
SLYG icon
242
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.48B
$85.3K 0.03%
961
UI icon
243
Ubiquiti
UI
$33.8B
$84.8K 0.03%
206
+37
BX icon
244
Blackstone
BX
$109B
$83.8K 0.03%
560
FREL icon
245
Fidelity MSCI Real Estate Index ETF
FREL
$1.04B
$83.1K 0.03%
3,073
+30
VEU icon
246
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$82.7K 0.03%
1,230
+406
PYPL icon
247
PayPal
PYPL
$58.8B
$82.1K 0.02%
1,105
-4
LOW icon
248
Lowe's Companies
LOW
$128B
$82.1K 0.02%
370
TRI icon
249
Thomson Reuters
TRI
$62.8B
$80.5K 0.02%
+400
ENB icon
250
Enbridge
ENB
$104B
$79.9K 0.02%
1,764