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
$331M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Sells

1 +$750K
2 +$354K
3 +$331K
4
BSX icon
Boston Scientific
BSX
+$327K
5
MELI icon
Mercado Libre
MELI
+$277K

Sector Composition

1 Technology 19.9%
2 Healthcare 14.1%
3 Consumer Discretionary 4.79%
4 Financials 3.51%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BC icon
351
Brunswick
BC
$5.77B
$35.6K 0.01%
645
DXCM icon
352
DexCom
DXCM
$27B
$35.6K 0.01%
408
GD icon
353
General Dynamics
GD
$99.6B
$34.8K 0.01%
119
WBD icon
354
Warner Bros
WBD
$70.6B
$34.7K 0.01%
3,031
FTCS icon
355
First Trust Capital Strength ETF
FTCS
$8.37B
$34.6K 0.01%
381
ITB icon
356
iShares US Home Construction ETF
ITB
$2.9B
$34K 0.01%
365
ROST icon
357
Ross Stores
ROST
$62.7B
$34K 0.01%
266
RDDT icon
358
Reddit
RDDT
$43.3B
$33.7K 0.01%
+224
RSP icon
359
Invesco S&P 500 Equal Weight ETF
RSP
$78.9B
$33.6K 0.01%
185
BSV icon
360
Vanguard Short-Term Bond ETF
BSV
$42.5B
$33.6K 0.01%
427
LRCX icon
361
Lam Research
LRCX
$273B
$33.4K 0.01%
343
GBTC icon
362
Grayscale Bitcoin Trust
GBTC
$38B
$32.7K 0.01%
385
IJJ icon
363
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.44B
$32.4K 0.01%
262
KWEB icon
364
KraneShares CSI China Internet ETF
KWEB
$8.51B
$31.9K 0.01%
929
DAY icon
365
Dayforce
DAY
$11.1B
$31.6K 0.01%
571
SCHF icon
366
Schwab International Equity ETF
SCHF
$57.6B
$31.5K 0.01%
+1,427
EEM icon
367
iShares MSCI Emerging Markets ETF
EEM
$23B
$31.2K 0.01%
646
-54
FNDA icon
368
Schwab Fundamental US Small Company Index ETF
FNDA
$9.68B
$31.2K 0.01%
1,088
HWM icon
369
Howmet Aerospace
HWM
$90.3B
$30.9K 0.01%
166
EWJ icon
370
iShares MSCI Japan ETF
EWJ
$16.8B
$30.7K 0.01%
410
AFL icon
371
Aflac
AFL
$57.4B
$30.7K 0.01%
291
+1
CGHM
372
Capital Group Municipal High-Income ETF
CGHM
$2.52B
$29.9K 0.01%
1,212
+11
IYH icon
373
iShares US Healthcare ETF
IYH
$3.57B
$29.5K 0.01%
+523
AVA icon
374
Avista
AVA
$3.26B
$29.1K 0.01%
768
VOOG icon
375
Vanguard S&P 500 Growth ETF
VOOG
$22.1B
$28.9K 0.01%
73