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
$227M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$405K
3
+$405K
4
SE icon
Sea Limited
SE
+$337K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$160K

Top Sells

1
+$340K
2
+$325K
3
+$290K
4
BSX icon
Boston Scientific
BSX
+$160K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$90K

Sector Composition

1 Healthcare 18.28%
2 Technology 17.52%
3 Consumer Discretionary 4.21%
4 Communication Services 2.95%
5 Financials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$74K 0.03%
961
+137
227
$73.9K 0.03%
151
228
$73.5K 0.03%
193
229
$73.4K 0.03%
325
230
$71.8K 0.03%
2,861
+27
231
$71.3K 0.03%
348
232
$71.1K 0.03%
1,105
233
$69.2K 0.03%
2,030
+4
234
$68.3K 0.03%
175
235
$65.9K 0.03%
783
+2
236
$62.7K 0.03%
899
+5
237
$62.6K 0.03%
277
238
$62.3K 0.03%
1,000
239
$62.2K 0.03%
213
240
$60.7K 0.03%
528
+1
241
$60.1K 0.03%
1,036
242
$59.7K 0.03%
344
+1
243
$59K 0.03%
1,252
+2
244
$58.7K 0.03%
1,514
245
$57.5K 0.03%
761
+3
246
$56.7K 0.02%
1,681
+239
247
$56.5K 0.02%
4,508
-445
248
$55.6K 0.02%
2,140
249
$54.1K 0.02%
760
250
$53.8K 0.02%
472
8 9
10
11 12