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
376
$26.7K 0.01%
73
377
$26.3K 0.01%
1,195
-45
378
$26.2K 0.01%
1,166
-4,471
379
$26K 0.01%
94
380
$25.8K 0.01%
313
+57
381
$25.4K 0.01%
1,676
382
$25.4K 0.01%
431
383
$24.8K 0.01%
343
+3
384
$24.6K 0.01%
148
385
$24.4K 0.01%
765
386
$24.3K 0.01%
314
387
$24.2K 0.01%
103
388
$24.2K 0.01%
+2,045
389
$24.1K 0.01%
571
390
$23.5K 0.01%
1,659
+4
391
$23.3K 0.01%
484
+2
392
$23.3K 0.01%
350
393
$23.1K 0.01%
281
394
$23.1K 0.01%
209
395
$22.8K 0.01%
180
396
$22.7K 0.01%
1,764
397
$22.6K 0.01%
139
398
$22.5K 0.01%
565
399
$22.4K 0.01%
264
400
$22K 0.01%
271
+1