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
401
$15K 0.01%
571
402
$14.9K 0.01%
210
403
$14.9K 0.01%
317
404
$14.7K 0.01%
88
405
$14.7K 0.01%
128
406
$14.6K 0.01%
160
407
$14.6K 0.01%
529
408
$14.6K 0.01%
147
+1
409
$14.5K 0.01%
105
410
$13.9K 0.01%
545
411
$13.8K 0.01%
117
412
$13.7K 0.01%
88
413
$13.7K 0.01%
+87
414
$13.6K 0.01%
55
415
$13.5K 0.01%
650
416
$13.4K 0.01%
255
417
$13.4K 0.01%
129
418
$13.4K 0.01%
700
-105
419
$13.3K 0.01%
103
420
$13.1K 0.01%
140
421
$13.1K 0.01%
209
422
$13.1K 0.01%
24
423
$13K 0.01%
115
424
$13K 0.01%
1,071
425
$12.9K 0.01%
135