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
476
$12.6K ﹤0.01%
+2,235
477
$12.5K ﹤0.01%
21
478
$12.3K ﹤0.01%
93
479
$12.2K ﹤0.01%
505
480
$12.2K ﹤0.01%
328
481
$12.1K ﹤0.01%
142
482
$12.1K ﹤0.01%
224
483
$12.1K ﹤0.01%
210
484
$12K ﹤0.01%
148
485
$11.9K ﹤0.01%
151
486
$11.6K ﹤0.01%
581
487
$11.4K ﹤0.01%
100
488
$11.3K ﹤0.01%
164
489
$11.3K ﹤0.01%
+202
490
$11.3K ﹤0.01%
217
491
$11.3K ﹤0.01%
325
492
$11.1K ﹤0.01%
105
493
$11.1K ﹤0.01%
275
494
$11K ﹤0.01%
119
495
$11K ﹤0.01%
115
496
$10.8K ﹤0.01%
200
497
$10.8K ﹤0.01%
99
498
$10.7K ﹤0.01%
+605
499
$10.4K ﹤0.01%
414
+4
500
$10.3K ﹤0.01%
+2,272