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
326
$28.1K 0.01%
262
327
$27.7K 0.01%
185
328
$27.4K 0.01%
1,088
329
$27.1K 0.01%
300
330
$26.5K 0.01%
415
+7
331
$26.3K 0.01%
155
332
$26.2K 0.01%
1,699
333
$25.4K 0.01%
410
334
$25.1K 0.01%
546
335
$25.1K 0.01%
4,603
336
$24.9K 0.01%
124
337
$24.9K 0.01%
361
+1
338
$24.9K 0.01%
620
339
$24.4K 0.01%
1,764
340
$24.1K 0.01%
284
341
$24K 0.01%
607
+5
342
$24K 0.01%
+113
343
$24K 0.01%
680
344
$23.9K 0.01%
139
345
$23.5K 0.01%
+461
346
$23.5K 0.01%
500
347
$22.9K 0.01%
765
348
$22.7K 0.01%
148
349
$22.6K 0.01%
564
+3
350
$22.6K 0.01%
1,437