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
551
$5.85K ﹤0.01%
100
552
$5.84K ﹤0.01%
77
553
$5.78K ﹤0.01%
155
554
$5.67K ﹤0.01%
126
555
$5.54K ﹤0.01%
66
556
$5.54K ﹤0.01%
218
557
$5.48K ﹤0.01%
95
+3
558
$5.39K ﹤0.01%
165
+1
559
$5.37K ﹤0.01%
71
560
$5.37K ﹤0.01%
100
561
$5.35K ﹤0.01%
+14
562
$5.27K ﹤0.01%
200
563
$5.17K ﹤0.01%
200
+2
564
$4.84K ﹤0.01%
134
565
$4.82K ﹤0.01%
100
566
$4.82K ﹤0.01%
100
567
$4.78K ﹤0.01%
90
568
$4.75K ﹤0.01%
+54
569
$4.71K ﹤0.01%
43
570
$4.61K ﹤0.01%
135
571
$4.6K ﹤0.01%
25
572
$4.59K ﹤0.01%
62
573
$4.56K ﹤0.01%
262
574
$4.53K ﹤0.01%
47
+1
575
$4.52K ﹤0.01%
432
21 22
23
24 25