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
501
$5.63K ﹤0.01%
124
502
$5.63K ﹤0.01%
225
503
$5.6K ﹤0.01%
81
504
$5.46K ﹤0.01%
155
505
$5.35K ﹤0.01%
1,000
506
$5.34K ﹤0.01%
209
507
$5.31K ﹤0.01%
150
508
$5.29K ﹤0.01%
120
509
$5.21K ﹤0.01%
622
+2
510
$5.09K ﹤0.01%
79
511
$5K ﹤0.01%
100
512
$4.94K ﹤0.01%
114
513
$4.92K ﹤0.01%
90
+1
514
$4.86K ﹤0.01%
100
515
$4.83K ﹤0.01%
70
516
$4.83K ﹤0.01%
92
517
$4.82K ﹤0.01%
225
518
$4.8K ﹤0.01%
44
519
$4.75K ﹤0.01%
24
520
$4.75K ﹤0.01%
100
521
$4.7K ﹤0.01%
262
522
$4.68K ﹤0.01%
218
523
$4.65K ﹤0.01%
71
524
$4.55K ﹤0.01%
139
525
$4.51K ﹤0.01%
83
19 20
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