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
276
$42.9K 0.02%
267
277
$42.6K 0.02%
304
278
$42.3K 0.02%
333
+15
279
$42K 0.02%
2,432
280
$40.5K 0.02%
104
281
$40.4K 0.02%
500
282
$39.9K 0.02%
229
283
$39.3K 0.02%
1,531
284
$38.9K 0.02%
338
+1
285
$38.3K 0.02%
200
286
$38.2K 0.02%
571
287
$37.4K 0.02%
1,862
+27
288
$37.2K 0.02%
492
289
$37.2K 0.02%
176
290
$37.2K 0.02%
214
291
$37.1K 0.02%
595
292
$37K 0.02%
994
293
$36.9K 0.02%
112
294
$36.7K 0.02%
125
295
$36.7K 0.02%
2,100
296
$36.6K 0.02%
+374
297
$36.4K 0.02%
683
+4
298
$36.3K 0.02%
498
299
$36.1K 0.02%
370
300
$35.5K 0.02%
362