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
351
$31.4K 0.01%
261
352
$31.3K 0.01%
1,146
+226
353
$31.1K 0.01%
118
+78
354
$30.9K 0.01%
103
355
$30.8K 0.01%
125
356
$30.6K 0.01%
500
357
$30.2K 0.01%
300
358
$30.1K 0.01%
+1,191
359
$30K 0.01%
290
+1
360
$29.8K 0.01%
434
361
$29.3K 0.01%
261
362
$29.3K 0.01%
700
+8
363
$28.9K 0.01%
50
364
$28.2K 0.01%
900
365
$28.1K 0.01%
768
366
$28K 0.01%
500
367
$27.8K 0.01%
1,333
368
$27.6K 0.01%
636
+131
369
$27.5K 0.01%
410
370
$27.4K 0.01%
142
371
$27.2K 0.01%
214
372
$27.2K 0.01%
929
+1
373
$27.1K 0.01%
224
374
$26.9K 0.01%
120
375
$26.9K 0.01%
804