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
326
$38.7K 0.01%
1,413
327
$38.4K 0.01%
546
328
$38.3K 0.01%
112
329
$38K 0.01%
+1,342
330
$37.7K 0.01%
365
331
$37.2K 0.01%
300
332
$37.1K 0.01%
4,603
333
$37K 0.01%
293
334
$36.2K 0.01%
500
335
$36.1K 0.01%
805
+466
336
$36K 0.01%
634
337
$35.9K 0.01%
485
338
$35.8K 0.01%
160
339
$35.2K 0.01%
160
340
$34.2K 0.01%
371
+22
341
$34.2K 0.01%
498
+1
342
$33.5K 0.01%
381
343
$33.3K 0.01%
301
-44
344
$33K 0.01%
427
-65
345
$32.7K 0.01%
262
346
$32.4K 0.01%
185
347
$32.3K 0.01%
1,088
348
$32K 0.01%
3,031
-453
349
$32K 0.01%
112
350
$31.7K 0.01%
408
12 13
14
15 16