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
451
$15.1K 0.01%
115
452
$15K 0.01%
144
453
$15K 0.01%
264
454
$15K 0.01%
700
455
$14.6K ﹤0.01%
124
456
$14.5K ﹤0.01%
159
+43
457
$14.5K ﹤0.01%
335
458
$14.3K ﹤0.01%
420
459
$14.3K ﹤0.01%
24
460
$14K ﹤0.01%
212
461
$13.9K ﹤0.01%
+1,245
462
$13.8K ﹤0.01%
88
463
$13.8K ﹤0.01%
105
464
$13.7K ﹤0.01%
72
+29
465
$13.7K ﹤0.01%
678
+10
466
$13.5K ﹤0.01%
136
+7
467
$13.5K ﹤0.01%
250
468
$13.4K ﹤0.01%
409
+1
469
$13.4K ﹤0.01%
164
470
$13.4K ﹤0.01%
411
+1
471
$13.2K ﹤0.01%
2,494
472
$13.1K ﹤0.01%
+28
473
$12.9K ﹤0.01%
+456
474
$12.8K ﹤0.01%
544
475
$12.7K ﹤0.01%
26