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
201
$92.8K 0.04%
952
202
$92.8K 0.04%
2,542
203
$92.8K 0.04%
1,296
204
$91K 0.04%
445
+2
205
$88.8K 0.04%
1,406
+3
206
$87.9K 0.04%
771
+5
207
$84.9K 0.04%
181
+57
208
$84.9K 0.04%
2,953
209
$84.7K 0.04%
11,251
210
$83.6K 0.04%
1,372
+3
211
$83.3K 0.04%
941
+1
212
$83.1K 0.04%
1,336
+4
213
$83K 0.04%
4,094
214
$82.1K 0.04%
472
+1
215
$82.1K 0.04%
2,209
216
$81.6K 0.04%
395
217
$81.5K 0.04%
1,443
218
$81K 0.04%
1,109
+538
219
$77.3K 0.03%
2,870
220
$77.2K 0.03%
926
221
$76.8K 0.03%
1,238
222
$76.4K 0.03%
1,019
223
$74.9K 0.03%
465
+2
224
$74.7K 0.03%
661
225
$74.7K 0.03%
1,119
7 8
9
10 11