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
576
$4.49K ﹤0.01%
39
577
$4.47K ﹤0.01%
224
-2,267
578
$4.38K ﹤0.01%
120
579
$4.32K ﹤0.01%
325
580
$4.31K ﹤0.01%
26
581
$4.26K ﹤0.01%
+25
582
$4.2K ﹤0.01%
10
583
$4.04K ﹤0.01%
90
584
$4.02K ﹤0.01%
96
-1
585
$3.84K ﹤0.01%
36
586
$3.79K ﹤0.01%
319
587
$3.77K ﹤0.01%
100
588
$3.66K ﹤0.01%
200
589
$3.62K ﹤0.01%
36
590
$3.57K ﹤0.01%
362
591
$3.42K ﹤0.01%
150
592
$3.33K ﹤0.01%
209
593
$3.26K ﹤0.01%
82
594
$3.25K ﹤0.01%
100
595
$3.07K ﹤0.01%
84
596
$3.02K ﹤0.01%
50
597
$2.95K ﹤0.01%
51
598
$2.89K ﹤0.01%
60
599
$2.85K ﹤0.01%
100
600
$2.81K ﹤0.01%
100
22 23
24
25 26