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
326
$26.7K 0.01%
+326
327
$26.5K 0.01%
1,088
328
$26.1K 0.01%
300
329
$25.8K 0.01%
680
+476
330
$25.7K 0.01%
365
331
$25.6K 0.01%
546
332
$24.7K 0.01%
500
333
$24.3K 0.01%
620
334
$24.1K 0.01%
410
335
$23.9K 0.01%
410
336
$23.8K 0.01%
602
337
$23.7K 0.01%
1,437
338
$23.2K 0.01%
155
339
$23.1K 0.01%
365
340
$23.1K 0.01%
139
341
$23K 0.01%
765
342
$22.9K 0.01%
148
343
$22.7K 0.01%
518
+5
344
$22.7K 0.01%
561
+7
345
$22.4K 0.01%
2,018
346
$22.3K 0.01%
284
347
$22.2K 0.01%
1,222
348
$22K 0.01%
350
349
$21.8K 0.01%
394
350
$21.5K 0.01%
395