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
401
$14.4K 0.01%
1,020
402
$14.3K 0.01%
+135
403
$14.2K 0.01%
1,570
404
$14.2K 0.01%
55
405
$14.2K 0.01%
265
406
$14.1K 0.01%
115
407
$14K 0.01%
130
408
$13.9K 0.01%
209
409
$13.9K 0.01%
284
410
$13.5K 0.01%
191
411
$13.3K 0.01%
108
412
$13.3K 0.01%
88
413
$13.1K 0.01%
+524
414
$13.1K 0.01%
505
415
$13K 0.01%
432
416
$13K 0.01%
161
417
$12.7K 0.01%
27
418
$12.6K 0.01%
293
419
$12.5K 0.01%
264
420
$12.4K 0.01%
110
+1
421
$12.2K 0.01%
605
422
$12.1K 0.01%
282
-25
423
$12.1K 0.01%
107
+1
424
$12K 0.01%
1,200
425
$11.9K 0.01%
24