Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 02-28-2023 | 09-30-2020 | 107 | 376,341,243 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CAMDEN PPTY TR | SH BEN INT | 101 | $2,372,944 | 21,210 | 0.00 | 21,210 | +Inf | 12-31-2022 | |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 102 | $1,117,713 | 4,506 | 0.00 | 4,506 | +Inf | 12-31-2022 | |
| VIACOMCBS INC | CL B | 103 | $701,272 | 23,236 | 0.00 | 23,236 | +Inf | 12-31-2021 | |
| CADENCE DESIGN SYSTEM INC | COM | 104 | $801,112 | 4,987 | 0.00 | 4,987 | +Inf | 12-31-2022 |
