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
276
$60.3K 0.02%
1,066
277
$59.7K 0.02%
670
+550
278
$59.2K 0.02%
1,226
279
$59.1K 0.02%
+203
280
$57.8K 0.02%
125
281
$56.1K 0.02%
169
+102
282
$55.8K 0.02%
455
+435
283
$55.7K 0.02%
265
284
$55K 0.02%
+2,155
285
$54.8K 0.02%
+855
286
$54.2K 0.02%
1,766
287
$54.2K 0.02%
2,140
288
$53.9K 0.02%
1,541
289
$53.8K 0.02%
830
290
$53.8K 0.02%
2,312
291
$53.3K 0.02%
685
+585
292
$52.7K 0.02%
4,627
-910
293
$52.6K 0.02%
2,099
294
$52.4K 0.02%
392
-215
295
$52K 0.02%
573
-291
296
$52K 0.02%
4,399
-3,649
297
$51.9K 0.02%
267
298
$50.8K 0.02%
+670
299
$50.5K 0.02%
8,945
300
$50.5K 0.02%
1,017
10 11
12
13 14