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
$176M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.24M
3
+$1.17M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.15M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.14M

Top Sells

1
+$5.77M
2
+$2.34M
3
+$505K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$447K
5
LLY icon
Eli Lilly
LLY
+$335K

Sector Composition

1 Healthcare 26.17%
2 Technology 14.72%
3 Consumer Discretionary 6.69%
4 Communication Services 3.77%
5 Financials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$38.4K 0.02%
864
252
$38.4K 0.02%
692
+87
253
$38.3K 0.02%
634
+479
254
$38.2K 0.02%
400
255
$38.2K 0.02%
290
+1
256
$38.1K 0.02%
247
+1
257
$38K 0.02%
300
258
$37.7K 0.02%
+408
259
$37.6K 0.02%
596
+96
260
$37.3K 0.02%
800
261
$37K 0.02%
429
+8
262
$36.9K 0.02%
1,160
263
$36.7K 0.02%
448
+134
264
$36.4K 0.02%
108
265
$36.3K 0.02%
560
266
$35.6K 0.02%
616
+575
267
$35.4K 0.02%
+199
268
$34.9K 0.02%
75
269
$34.9K 0.02%
566
270
$34K 0.02%
214
271
$33.1K 0.02%
385
272
$32.9K 0.02%
177
+88
273
$32.6K 0.02%
727
+134
274
$32.4K 0.02%
357
275
$32.2K 0.02%
238
+173
9 10
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