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
401
$20.9K 0.01%
90
+23
402
$20.9K 0.01%
272
403
$20.4K 0.01%
+630
404
$20.3K 0.01%
165
405
$20.1K 0.01%
534
+5
406
$20.1K 0.01%
680
407
$20K 0.01%
175
408
$19.7K 0.01%
+1,360
409
$19.6K 0.01%
+408
410
$19.4K 0.01%
69
411
$19.3K 0.01%
1,549
-37
412
$19K 0.01%
526
+4
413
$19K 0.01%
1,437
414
$18.9K 0.01%
2,432
415
$18.8K 0.01%
490
416
$18.7K 0.01%
317
417
$18.7K 0.01%
524
418
$18.6K 0.01%
+2,020
419
$18.4K 0.01%
223
420
$18.4K 0.01%
190
421
$18.4K 0.01%
+54
422
$18.1K 0.01%
168
423
$18K 0.01%
642
424
$17.8K 0.01%
130
+1
425
$17.8K 0.01%
365