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
551
$3.04K ﹤0.01%
131
552
$3.04K ﹤0.01%
56
553
$3.03K ﹤0.01%
100
554
$2.96K ﹤0.01%
100
555
$2.81K ﹤0.01%
33
556
$2.76K ﹤0.01%
1,101
557
$2.57K ﹤0.01%
3,959
558
$2.57K ﹤0.01%
7
559
$2.52K ﹤0.01%
6
560
$2.51K ﹤0.01%
60
561
$2.48K ﹤0.01%
27
562
$2.46K ﹤0.01%
97
563
$2.44K ﹤0.01%
17
564
$2.41K ﹤0.01%
56
+1
565
$2.38K ﹤0.01%
100
566
$2.38K ﹤0.01%
+75
567
$2.36K ﹤0.01%
510
568
$2.33K ﹤0.01%
36
569
$2.29K ﹤0.01%
20
570
$2.28K ﹤0.01%
100
571
$2.28K ﹤0.01%
195
572
$2.28K ﹤0.01%
8
573
$2.23K ﹤0.01%
+10
574
$2.23K ﹤0.01%
50
575
$2.21K ﹤0.01%
2,800
21 22
23
24 25