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
$211M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1 +$2.39M
2 +$1.55M
3 +$1.07M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$655K
5
BN icon
Brookfield
BN
+$573K

Top Sells

1 +$1.23M
2 +$648K
3 +$392K
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$366K
5
SRDX
Surmodics
SRDX
+$245K

Sector Composition

1 Healthcare 20.34%
2 Technology 17.05%
3 Consumer Discretionary 5.21%
4 Communication Services 3.89%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$21.1K 0.01%
408
+2
352
$21.1K 0.01%
333
353
$20.8K 0.01%
1,699
+892
354
$19.9K 0.01%
108
-26
355
$19.9K 0.01%
2,475
356
$19.8K 0.01%
395
357
$19.6K 0.01%
362
358
$19.6K 0.01%
1,437
359
$19.5K 0.01%
1,287
+12
360
$19.3K 0.01%
315
361
$19.3K 0.01%
50
362
$19.1K 0.01%
210
363
$18.9K 0.01%
200
364
$18.5K 0.01%
216
365
$18.4K 0.01%
103
366
$18.3K 0.01%
209
367
$18.2K 0.01%
216
+20
368
$18.2K 0.01%
94
369
$18.2K 0.01%
483
370
$17.9K 0.01%
103
371
$17.8K 0.01%
70
372
$17.6K 0.01%
168
373
$17.6K 0.01%
256
374
$17.5K 0.01%
125
375
$17.4K 0.01%
100