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
26
$1.88M 0.83%
36,511
+676
27
$1.71M 0.75%
8,787
+824
28
$1.64M 0.72%
1,385
+64
29
$1.63M 0.72%
12,116
+19
30
$1.59M 0.7%
18,954
+7
31
$1.56M 0.69%
9,419
+4
32
$1.36M 0.6%
17,716
+470
33
$1.33M 0.59%
9,175
+5
34
$1.28M 0.56%
27,974
+6
35
$1.27M 0.56%
11,683
-1
36
$1.22M 0.54%
55,244
+433
37
$1.2M 0.53%
45,596
+704
38
$1.16M 0.51%
4,027
39
$1.15M 0.51%
17,771
-20
40
$1.15M 0.5%
45,451
+2,927
41
$1.13M 0.5%
1,559
+162
42
$963K 0.42%
8,829
43
$915K 0.4%
11,310
44
$903K 0.4%
2,648
45
$839K 0.37%
7,432
46
$833K 0.37%
2,682
+8
47
$782K 0.34%
24,230
48
$772K 0.34%
3,478
+2
49
$768K 0.34%
9,185
+414
50
$718K 0.32%
15,554
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