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
426
$12.2K 0.01%
161
427
$12.1K 0.01%
255
428
$12.1K 0.01%
24
429
$12K 0.01%
4,537
430
$11.9K 0.01%
404
+1
431
$11.7K 0.01%
1,071
432
$11.3K 0.01%
200
433
$11.3K 0.01%
650
434
$11.2K 0.01%
702
435
$11.2K 0.01%
505
436
$11.1K 0.01%
544
437
$11K 0.01%
117
438
$10.8K 0.01%
1,013
439
$10.7K 0.01%
99
440
$10.4K ﹤0.01%
50
441
$10.2K ﹤0.01%
176
442
$10.2K ﹤0.01%
50
443
$9.76K ﹤0.01%
275
444
$9.66K ﹤0.01%
605
445
$9.64K ﹤0.01%
432
446
$9.55K ﹤0.01%
100
447
$9.52K ﹤0.01%
100
448
$9.47K ﹤0.01%
180
449
$9.46K ﹤0.01%
93
450
$9.39K ﹤0.01%
27