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

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
251
$53.5K 0.02%
1,860
252
$53.4K 0.02%
3,620
-2,907
253
$52.9K 0.02%
436
254
$52.8K 0.02%
1,618
255
$52.5K 0.02%
293
256
$52.4K 0.02%
408
257
$52.4K 0.02%
265
258
$52.1K 0.02%
122
259
$52.1K 0.02%
560
260
$51.2K 0.02%
800
-60
261
$50.9K 0.02%
778
262
$50.7K 0.02%
1,226
263
$50.7K 0.02%
1,333
264
$50.6K 0.02%
903
+509
265
$50.1K 0.02%
981
266
$48.6K 0.02%
615
+5
267
$48.4K 0.02%
8,945
268
$46.8K 0.02%
2,783
269
$46.5K 0.02%
657
270
$46.2K 0.02%
328
+1
271
$46.1K 0.02%
240
272
$45.5K 0.02%
137
273
$44.8K 0.02%
824
+186
274
$44.4K 0.02%
946
275
$44.1K 0.02%
425