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
251
$78.2K 0.03%
1,240
252
$78.1K 0.03%
222
+210
253
$77.3K 0.03%
500
254
$76.5K 0.03%
1,036
255
$76.5K 0.03%
+535
256
$74.7K 0.03%
2,372
+233
257
$73.1K 0.02%
760
258
$72.8K 0.02%
362
+345
259
$72.5K 0.02%
575
+359
260
$71.5K 0.02%
277
261
$71K 0.02%
687
+30
262
$70.6K 0.02%
339
-9
263
$69.9K 0.02%
290
264
$69.2K 0.02%
775
265
$69.1K 0.02%
1,000
266
$68.6K 0.02%
519
267
$68.5K 0.02%
231
268
$68K 0.02%
268
269
$67.2K 0.02%
151
270
$65.9K 0.02%
1,238
271
$65.4K 0.02%
218
+1
272
$64.6K 0.02%
2,001
-51
273
$64.1K 0.02%
391
+60
274
$62.5K 0.02%
629
+3
275
$62.1K 0.02%
+340
9 10
11
12 13