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
301
$35.3K 0.02%
493
302
$34.9K 0.02%
400
303
$33.4K 0.01%
1,766
304
$33.3K 0.01%
2,175
305
$33.3K 0.01%
580
306
$33.2K 0.01%
447
+2
307
$33K 0.01%
634
308
$32.8K 0.01%
168
309
$32.7K 0.01%
364
+1
310
$32.4K 0.01%
500
311
$32.3K 0.01%
476
+368
312
$32.2K 0.01%
800
313
$31.8K 0.01%
410
314
$31.5K 0.01%
105
315
$31.2K 0.01%
365
316
$30.5K 0.01%
615
317
$30.2K 0.01%
768
318
$29.8K 0.01%
338
319
$29.8K 0.01%
266
+239
320
$29.8K 0.01%
1,652
321
$29.7K 0.01%
398
322
$29.6K 0.01%
454
323
$29.4K 0.01%
349
324
$29.2K 0.01%
448
325
$28.6K 0.01%
381