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
276
$40.3K 0.02%
1,835
+21
277
$39.9K 0.02%
571
+2
278
$39.9K 0.02%
304
279
$39K 0.02%
994
280
$38.8K 0.02%
214
281
$38.7K 0.02%
104
282
$38.5K 0.02%
500
283
$37.8K 0.02%
267
+20
284
$37.8K 0.02%
168
285
$37.7K 0.02%
229
+1
286
$37.6K 0.02%
492
287
$37.4K 0.02%
176
-107
288
$37.2K 0.02%
679
+5
289
$37.1K 0.02%
595
290
$36.8K 0.02%
200
291
$36.6K 0.02%
240
292
$36.3K 0.02%
1,531
293
$36K 0.02%
370
294
$35.8K 0.02%
125
295
$35.5K 0.02%
362
296
$35.2K 0.02%
337
+1
297
$34.7K 0.02%
498
298
$34.1K 0.02%
638
299
$33.9K 0.02%
1,652
300
$33.9K 0.02%
2,100