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

Top Sells

1
+$340K
2
+$325K
3
+$290K
4
BSX icon
Boston Scientific
BSX
+$160K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$90K

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
451
$9.7K ﹤0.01%
50
452
$9.57K ﹤0.01%
124
453
$9.44K ﹤0.01%
100
454
$9.41K ﹤0.01%
+181
455
$9.37K ﹤0.01%
181
456
$9.35K ﹤0.01%
275
457
$9.33K ﹤0.01%
114
+1
458
$9.27K ﹤0.01%
300
459
$9.09K ﹤0.01%
1,000
460
$8.89K ﹤0.01%
605
461
$8.66K ﹤0.01%
147
+3
462
$8.37K ﹤0.01%
148
463
$8.34K ﹤0.01%
389
+5
464
$8.33K ﹤0.01%
39
+1
465
$8.28K ﹤0.01%
282
466
$8.27K ﹤0.01%
217
467
$8.14K ﹤0.01%
90
468
$8.13K ﹤0.01%
+74
469
$7.96K ﹤0.01%
100
470
$7.95K ﹤0.01%
250
471
$7.92K ﹤0.01%
66
472
$7.82K ﹤0.01%
143
+1
473
$7.79K ﹤0.01%
159
474
$7.62K ﹤0.01%
335
475
$7.61K ﹤0.01%
132
17 18
19
20 21