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
$211M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1 +$2.39M
2 +$1.55M
3 +$1.07M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$655K
5
BN icon
Brookfield
BN
+$573K

Top Sells

1 +$1.23M
2 +$648K
3 +$392K
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$366K
5
SRDX
Surmodics
SRDX
+$245K

Sector Composition

1 Healthcare 20.34%
2 Technology 17.05%
3 Consumer Discretionary 5.21%
4 Communication Services 3.89%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$37.2K 0.02%
227
277
$36.6K 0.02%
338
278
$36.4K 0.02%
1,240
+1,183
279
$36.4K 0.02%
104
280
$36.2K 0.02%
359
+1
281
$35.2K 0.02%
370
282
$34.5K 0.02%
398
283
$34.3K 0.02%
124
284
$34.2K 0.02%
566
285
$34.2K 0.02%
240
286
$34.1K 0.02%
634
287
$34K 0.02%
125
288
$33.9K 0.02%
139
289
$33.7K 0.02%
+1,766
290
$33.1K 0.02%
994
291
$33.1K 0.02%
87
+81
292
$32.9K 0.02%
497
293
$32.7K 0.02%
425
294
$32.6K 0.02%
768
295
$32.3K 0.02%
356
+4
296
$31.9K 0.02%
105
297
$31.7K 0.02%
155
298
$31.5K 0.01%
2,018
299
$31.2K 0.01%
362
300
$31.1K 0.01%
349