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
426
$17.7K 0.01%
209
427
$17.6K 0.01%
+556
428
$17.4K 0.01%
143
429
$17.4K 0.01%
514
+2
430
$17.3K 0.01%
2,602
-10,341
431
$17.1K 0.01%
255
432
$17.1K 0.01%
298
+3
433
$17K 0.01%
+77
434
$17K 0.01%
170
435
$17K 0.01%
100
436
$16.7K 0.01%
50
437
$16.7K 0.01%
89
+52
438
$16.7K 0.01%
180
439
$16.6K 0.01%
590
440
$16.5K 0.01%
410
441
$16.4K 0.01%
88
442
$16.3K 0.01%
349
+5
443
$16.2K 0.01%
714
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444
$16.1K 0.01%
87
445
$15.9K 0.01%
1,222
446
$15.9K 0.01%
176
447
$15.9K 0.01%
144
448
$15.8K 0.01%
100
449
$15.7K 0.01%
549
450
$15.6K 0.01%
128