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
576
$2.2K ﹤0.01%
200
577
$2.18K ﹤0.01%
15
578
$2.14K ﹤0.01%
50
579
$2.13K ﹤0.01%
40
580
$2.11K ﹤0.01%
140
581
$2.11K ﹤0.01%
39
582
$2.08K ﹤0.01%
200
583
$2.06K ﹤0.01%
51
584
$2.04K ﹤0.01%
100
585
$2.02K ﹤0.01%
61
586
$1.95K ﹤0.01%
100
587
$1.91K ﹤0.01%
13
588
$1.89K ﹤0.01%
105
589
$1.86K ﹤0.01%
17
590
$1.85K ﹤0.01%
52
591
$1.85K ﹤0.01%
200
592
$1.84K ﹤0.01%
107
593
$1.82K ﹤0.01%
22
+1
594
$1.79K ﹤0.01%
2
595
$1.78K ﹤0.01%
10
596
$1.77K ﹤0.01%
105
+1
597
$1.73K ﹤0.01%
6
598
$1.69K ﹤0.01%
+75
599
$1.63K ﹤0.01%
7
600
$1.56K ﹤0.01%
52
22 23
24
25 26