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
$209M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Sells

1 +$1.39M
2 +$1.01M
3 +$282K
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$120K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$116K

Sector Composition

1 Healthcare 18.88%
2 Technology 15.87%
3 Consumer Discretionary 4%
4 Communication Services 2.87%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$56.8K 0.03%
293
252
$56.4K 0.03%
1,250
+5
253
$54.6K 0.03%
758
+2
254
$52.9K 0.03%
1,618
255
$52.2K 0.02%
1,860
256
$51.7K 0.02%
1,226
257
$50.3K 0.02%
1,333
258
$49.2K 0.02%
560
259
$49.2K 0.02%
760
260
$48.7K 0.02%
265
261
$48.3K 0.02%
610
+52
262
$48K 0.02%
778
263
$47.4K 0.02%
408
264
$47.2K 0.02%
8,945
265
$46.4K 0.02%
472
266
$46.4K 0.02%
1,442
267
$45.1K 0.02%
946
268
$44.9K 0.02%
327
269
$43.4K 0.02%
122
270
$42.6K 0.02%
124
271
$42K 0.02%
137
272
$41.8K 0.02%
571
273
$41.3K 0.02%
657
274
$41.1K 0.02%
318
275
$41K 0.02%
2,783