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
601
$1.54K ﹤0.01%
163
602
$1.49K ﹤0.01%
9
603
$1.47K ﹤0.01%
133
604
$1.39K ﹤0.01%
100
605
$1.39K ﹤0.01%
16
606
$1.38K ﹤0.01%
13
607
$1.38K ﹤0.01%
22
608
$1.35K ﹤0.01%
30
609
$1.34K ﹤0.01%
64
610
$1.33K ﹤0.01%
201
611
$1.29K ﹤0.01%
31
612
$1.28K ﹤0.01%
20
613
$1.2K ﹤0.01%
21
614
$1.08K ﹤0.01%
1,434
615
$1.05K ﹤0.01%
102
616
$1.04K ﹤0.01%
9
617
$1.04K ﹤0.01%
125
618
$1.01K ﹤0.01%
12
619
$1K ﹤0.01%
33
620
$991 ﹤0.01%
39
621
$912 ﹤0.01%
171
622
$890 ﹤0.01%
22
623
$872 ﹤0.01%
130
624
$870 ﹤0.01%
100
625
$863 ﹤0.01%
15
23 24
25
26 27