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
276
$31.9K 0.02%
580
+1
277
$31.8K 0.02%
2,100
278
$31.5K 0.02%
1,766
279
$30.9K 0.02%
296
-100
280
$30.8K 0.02%
768
281
$30.7K 0.02%
370
282
$30.6K 0.02%
104
283
$30.5K 0.02%
2,018
284
$30.4K 0.02%
448
+262
285
$29.6K 0.02%
103
286
$29.1K 0.02%
349
+150
287
$29K 0.02%
496
288
$28.7K 0.02%
105
289
$28.1K 0.02%
112
290
$28.1K 0.02%
+289
291
$28K 0.02%
+211
292
$27.9K 0.02%
390
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293
$27.7K 0.02%
410
294
$27.4K 0.02%
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295
$27.4K 0.02%
226
296
$27.2K 0.02%
555
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297
$27K 0.02%
849
+349
298
$26.6K 0.02%
398
299
$26.6K 0.02%
389
-42
300
$26.5K 0.02%
136