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
351
$21.4K 0.01%
470
+2
352
$21.2K 0.01%
124
353
$21K 0.01%
160
+120
354
$20.9K 0.01%
499
+4
355
$20.7K 0.01%
852
+6
356
$20.6K 0.01%
268
357
$20.1K 0.01%
1,416
358
$20K 0.01%
+435
359
$19.8K 0.01%
1,240
360
$19.5K 0.01%
500
361
$19.1K 0.01%
175
362
$19K 0.01%
270
363
$18.8K 0.01%
1,570
364
$18.4K 0.01%
805
365
$18.4K 0.01%
1,764
-15
366
$18.4K 0.01%
2,175
367
$18.3K 0.01%
94
368
$18K 0.01%
142
369
$17.9K 0.01%
164
370
$17.8K 0.01%
340
371
$17.8K 0.01%
256
372
$17.8K 0.01%
590
373
$17.8K 0.01%
499
+1
374
$17.7K 0.01%
238
375
$17.6K 0.01%
128