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
476
$7.57K ﹤0.01%
284
477
$7.54K ﹤0.01%
324
478
$7.41K ﹤0.01%
445
+343
479
$7.17K ﹤0.01%
106
480
$7.11K ﹤0.01%
16
481
$7.02K ﹤0.01%
113
+1
482
$6.93K ﹤0.01%
104
483
$6.87K ﹤0.01%
432
484
$6.86K ﹤0.01%
315
485
$6.74K ﹤0.01%
2,955
486
$6.66K ﹤0.01%
14
487
$6.6K ﹤0.01%
81
-110
488
$6.53K ﹤0.01%
200
489
$6.51K ﹤0.01%
224
490
$6.33K ﹤0.01%
67
491
$6.27K ﹤0.01%
100
492
$6.21K ﹤0.01%
318
493
$6.06K ﹤0.01%
325
494
$6.05K ﹤0.01%
205
495
$6.03K ﹤0.01%
100
496
$6.01K ﹤0.01%
63
497
$5.98K ﹤0.01%
142
498
$5.97K ﹤0.01%
777
499
$5.86K ﹤0.01%
100
500
$5.83K ﹤0.01%
144
18 19
20
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