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
501
$10.3K ﹤0.01%
119
502
$10.1K ﹤0.01%
500
503
$10K ﹤0.01%
772
504
$10K ﹤0.01%
114
505
$9.99K ﹤0.01%
6,750
506
$9.97K ﹤0.01%
289
+5
507
$9.85K ﹤0.01%
162
+3
508
$9.57K ﹤0.01%
74
509
$9.56K ﹤0.01%
230
510
$9.36K ﹤0.01%
605
511
$9.2K ﹤0.01%
105
512
$9.17K ﹤0.01%
50
513
$9.04K ﹤0.01%
+390
514
$9.01K ﹤0.01%
+1,126
515
$8.9K ﹤0.01%
90
516
$8.89K ﹤0.01%
+52
517
$8.88K ﹤0.01%
27
518
$8.77K ﹤0.01%
14
519
$8.69K ﹤0.01%
210
520
$8.63K ﹤0.01%
66
521
$8.62K ﹤0.01%
254
522
$8.55K ﹤0.01%
100
523
$8.48K ﹤0.01%
44
524
$8.46K ﹤0.01%
100
525
$8.42K ﹤0.01%
104