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
376
$17.5K 0.01%
469
377
$17.3K 0.01%
100
378
$17.2K 0.01%
505
379
$16.6K 0.01%
786
380
$16.5K 0.01%
50
381
$16.5K 0.01%
1,712
+3
382
$16.4K 0.01%
564
383
$16.4K 0.01%
210
384
$16.3K 0.01%
434
385
$16.3K 0.01%
281
386
$16.3K 0.01%
524
387
$16.2K 0.01%
168
388
$15.9K 0.01%
264
389
$15.8K 0.01%
1,699
390
$15.8K 0.01%
125
391
$15.5K 0.01%
415
+1
392
$15.5K 0.01%
216
393
$15.4K 0.01%
112
394
$15.3K 0.01%
3,278
395
$15.3K 0.01%
325
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396
$15.2K 0.01%
146
397
$15.2K 0.01%
571
398
$15.2K 0.01%
180
399
$15.1K 0.01%
191
400
$15K 0.01%
75