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
376
$17.9K 0.01%
501
+2
377
$17.8K 0.01%
564
378
$17.5K 0.01%
216
379
$17.3K 0.01%
786
380
$17.1K 0.01%
1,714
+2
381
$17.1K 0.01%
125
382
$16.7K 0.01%
281
383
$16.7K 0.01%
100
384
$16.5K 0.01%
100
385
$16.4K 0.01%
112
386
$16.3K 0.01%
103
387
$16.3K 0.01%
50
388
$16.2K 0.01%
265
389
$16.2K 0.01%
81
+5
390
$16K 0.01%
180
391
$15.8K 0.01%
75
392
$15.7K 0.01%
417
+2
393
$15.4K 0.01%
524
394
$15.3K 0.01%
505
395
$15.3K 0.01%
105
396
$15.3K 0.01%
328
+3
397
$15.2K 0.01%
434
398
$15.1K 0.01%
264
399
$15.1K 0.01%
168
400
$15.1K 0.01%
1,570