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
376
$17.2K 0.01%
259
+1
377
$17.1K 0.01%
+252
378
$17.1K 0.01%
315
+2
379
$16.8K 0.01%
143
380
$16.7K 0.01%
3,959
381
$16.7K 0.01%
88
382
$16.3K 0.01%
200
383
$16.2K 0.01%
264
384
$16.1K 0.01%
100
385
$15.9K 0.01%
174
+14
386
$15.7K 0.01%
235
387
$15.7K 0.01%
1,000
388
$15.7K 0.01%
180
389
$15.6K 0.01%
317
390
$15.4K 0.01%
544
391
$15.3K 0.01%
67
392
$15.1K 0.01%
401
393
$15.1K 0.01%
100
394
$15.1K 0.01%
324
395
$15.1K 0.01%
100
396
$15K 0.01%
137
-175
397
$14.9K 0.01%
66
398
$14.6K 0.01%
50
399
$14.6K 0.01%
137
400
$14.4K 0.01%
200