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
$205M
AUM Growth
-$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$484K
2
+$135K
3
+$107K
4
NDMO icon
Nuveen Dynamic Municipal Opportunities Fund
NDMO
+$50.6K
5
COIN icon
Coinbase
COIN
+$47.6K

Top Sells

1
+$10.4B
2
+$6.49B
3
+$3.44B
4
MELI icon
Mercado Libre
MELI
+$3.4B
5
MDT icon
Medtronic
MDT
+$3.38B

Sector Composition

1 Healthcare 24.39%
2 Technology 14.98%
3 Consumer Discretionary 7.08%
4 Communication Services 4.08%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$68.3K 0.03%
737
-130,705
227
$67.5K 0.03%
1,483
-64,318
228
$66.1K 0.03%
277
-68,538
229
$65.9K 0.03%
446
-62,387
230
$65K 0.03%
660
-54,589
231
$64.5K 0.03%
1,124
-65,443
232
$63.6K 0.03%
4,864
-53,504
233
$63.2K 0.03%
1,650
-67,007
234
$63K 0.03%
325
-61,484
235
$60.9K 0.03%
293
-49,514
236
$60.6K 0.03%
1,605
-850,575
237
$60.1K 0.03%
256
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238
$59K 0.03%
760
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239
$58.5K 0.03%
1,622
-54,368
240
$58.5K 0.03%
1,757
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241
$57.8K 0.03%
1,576
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242
$57.6K 0.03%
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243
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860
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244
$57.2K 0.03%
814
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245
$55.2K 0.03%
819
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246
$54.8K 0.03%
571
-47,547
247
$54.5K 0.03%
108
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248
$54.4K 0.03%
1,000
-42,640
249
$54.4K 0.03%
560
-41,177
250
$54.3K 0.03%
187
-55,517
8 9
10
11 12