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
526
$4.48K ﹤0.01%
135
527
$4.42K ﹤0.01%
150
528
$4.29K ﹤0.01%
196
529
$4.18K ﹤0.01%
200
530
$4.16K ﹤0.01%
78
531
$4.05K ﹤0.01%
265
532
$4.02K ﹤0.01%
100
533
$4K ﹤0.01%
100
534
$3.98K ﹤0.01%
44
535
$3.87K ﹤0.01%
36
536
$3.82K ﹤0.01%
130
+2
537
$3.81K ﹤0.01%
1,250
538
$3.77K ﹤0.01%
319
539
$3.74K ﹤0.01%
66
540
$3.65K ﹤0.01%
125
541
$3.6K ﹤0.01%
126
542
$3.46K ﹤0.01%
362
543
$3.42K ﹤0.01%
28
544
$3.28K ﹤0.01%
174
545
$3.25K ﹤0.01%
200
546
$3.22K ﹤0.01%
155
+1
547
$3.19K ﹤0.01%
82
548
$3.19K ﹤0.01%
304
549
$3.16K ﹤0.01%
26
550
$3.04K ﹤0.01%
25
20 21
22
23 24