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
401
$14.9K 0.01%
265
+1
402
$14.7K 0.01%
529
403
$14.4K 0.01%
76
404
$14.3K 0.01%
103
405
$14.3K 0.01%
317
406
$14.3K 0.01%
103
407
$14.3K 0.01%
88
408
$14.1K 0.01%
105
-103
409
$13.7K 0.01%
88
410
$13.6K 0.01%
105
411
$13.5K 0.01%
115
412
$13.4K 0.01%
100
413
$13.2K 0.01%
252
414
$13.1K 0.01%
209
415
$13K 0.01%
62
416
$13K 0.01%
151
417
$12.9K 0.01%
135
418
$12.9K 0.01%
545
419
$12.8K 0.01%
67
420
$12.8K 0.01%
129
421
$12.7K 0.01%
1,205
422
$12.6K 0.01%
55
423
$12.6K 0.01%
160
424
$12.4K 0.01%
495
+5
425
$12.3K 0.01%
140
+1