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
301
$33.3K 0.02%
493
+80
302
$33.3K 0.02%
400
303
$32.9K 0.02%
634
304
$32.9K 0.02%
112
305
$32.6K 0.02%
768
306
$32.4K 0.02%
1,766
307
$32.4K 0.02%
445
+2
308
$31.9K 0.02%
800
309
$31.8K 0.02%
349
310
$31.7K 0.02%
363
+1
311
$30.4K 0.01%
615
312
$30.2K 0.01%
105
313
$28.9K 0.01%
454
+2
314
$28.8K 0.01%
580
315
$28.3K 0.01%
398
316
$28K 0.01%
408
317
$28K 0.01%
338
318
$27.8K 0.01%
381
319
$27.8K 0.01%
425
320
$27.3K 0.01%
448
321
$26.9K 0.01%
4,603
322
$26.9K 0.01%
262
323
$26.8K 0.01%
500
324
$26.8K 0.01%
360
-40
325
$26.8K 0.01%
185