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
351
$22.2K 0.01%
270
352
$22.1K 0.01%
2,018
353
$22K 0.01%
521
+3
354
$22K 0.01%
472
+2
355
$21.8K 0.01%
365
356
$21.7K 0.01%
340
357
$21.6K 0.01%
1,240
358
$21.4K 0.01%
350
359
$21.4K 0.01%
1,222
360
$21.4K 0.01%
160
361
$21.3K 0.01%
395
362
$20.7K 0.01%
855
+3
363
$20.7K 0.01%
254
-72
364
$20.5K 0.01%
504
+5
365
$20.2K 0.01%
500
366
$19.8K 0.01%
590
367
$19.8K 0.01%
435
368
$19.3K 0.01%
175
369
$19.3K 0.01%
1,416
370
$19K 0.01%
164
371
$18.5K 0.01%
469
372
$18.1K 0.01%
94
373
$18.1K 0.01%
238
374
$18K 0.01%
256
375
$17.9K 0.01%
142