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
$209M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Sells

1 +$1.39M
2 +$1.01M
3 +$282K
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$120K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$116K

Sector Composition

1 Healthcare 18.88%
2 Technology 15.87%
3 Consumer Discretionary 4%
4 Communication Services 2.87%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-6,339
702
-9
703
-11