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
426
$12.9K 0.01%
252
427
$12.6K 0.01%
500
+5
428
$12.6K 0.01%
210
429
$12.4K 0.01%
405
+1
430
$12.4K 0.01%
67
431
$12.1K 0.01%
702
432
$12K 0.01%
150
+40
433
$11.9K 0.01%
200
434
$11.7K 0.01%
1,205
435
$11.5K 0.01%
176
436
$11.4K 0.01%
50
437
$11.3K 0.01%
93
438
$11.3K 0.01%
180
439
$11.2K ﹤0.01%
505
440
$11.1K ﹤0.01%
544
441
$11.1K ﹤0.01%
100
442
$10.9K ﹤0.01%
62
443
$10.7K ﹤0.01%
161
444
$10.5K ﹤0.01%
151
445
$10.4K ﹤0.01%
27
446
$10.3K ﹤0.01%
4,537
447
$10.2K ﹤0.01%
1,013
448
$10.2K ﹤0.01%
99
449
$10.1K ﹤0.01%
3,278
450
$9.75K ﹤0.01%
113
+1