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
526
$8.24K ﹤0.01%
203
+3
527
$8.11K ﹤0.01%
315
528
$7.98K ﹤0.01%
324
529
$7.96K ﹤0.01%
195
530
$7.87K ﹤0.01%
133
531
$7.86K ﹤0.01%
81
532
$7.5K ﹤0.01%
+300
533
$7.29K ﹤0.01%
232
534
$7.29K ﹤0.01%
1,000
535
$7.29K ﹤0.01%
200
+125
536
$7.29K ﹤0.01%
990
537
$7.19K ﹤0.01%
132
538
$7.18K ﹤0.01%
63
539
$7.14K ﹤0.01%
100
540
$6.87K ﹤0.01%
81
541
$6.83K ﹤0.01%
274
542
$6.7K ﹤0.01%
+24
543
$6.69K ﹤0.01%
+275
544
$6.56K ﹤0.01%
+95
545
$6.51K ﹤0.01%
78
546
$6.48K ﹤0.01%
+535
547
$6.41K ﹤0.01%
+51
548
$6.26K ﹤0.01%
83
549
$6.07K ﹤0.01%
79
550
$5.99K ﹤0.01%
628
20 21
22
23 24