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
626
$843 ﹤0.01%
110
627
$827 ﹤0.01%
13
628
$795 ﹤0.01%
48
629
$788 ﹤0.01%
100
630
$786 ﹤0.01%
189
631
$782 ﹤0.01%
64
632
$767 ﹤0.01%
96
633
$756 ﹤0.01%
12
634
$745 ﹤0.01%
33
635
$732 ﹤0.01%
20
636
$722 ﹤0.01%
219
637
$689 ﹤0.01%
40
638
$668 ﹤0.01%
29
639
$665 ﹤0.01%
24
640
$664 ﹤0.01%
19
641
$646 ﹤0.01%
162
642
$638 ﹤0.01%
16
643
$622 ﹤0.01%
70
644
$557 ﹤0.01%
35
645
$553 ﹤0.01%
11
646
$533 ﹤0.01%
15
647
$467 ﹤0.01%
310
648
$428 ﹤0.01%
33
649
$411 ﹤0.01%
5
650
$391 ﹤0.01%
1,111
24 25
26
27 28