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
251
$54K 0.03%
1,226
-51,333
252
$53.8K 0.03%
175
-55,098
253
$51.9K 0.03%
134
-42,919
254
$51.2K 0.02%
549
-25,524
255
$50.6K 0.02%
+3,000
256
$48.5K 0.02%
724
-92,988
257
$48.1K 0.02%
290
-45,965
258
$48K 0.02%
218
-47,897
259
$48K 0.02%
753
-41,608
260
$47.9K 0.02%
695
-44,212
261
$47.6K 0.02%
+188
262
$47.3K 0.02%
3,370
-41,822
263
$47.3K 0.02%
500
-47,560
264
$46.4K 0.02%
864
-43,356
265
$45.3K 0.02%
732
-235,014
266
$45.2K 0.02%
+648
267
$45.1K 0.02%
412
-37,958
268
$44.9K 0.02%
3,335
-57,724
269
$44.7K 0.02%
916
-44,160
270
$44.2K 0.02%
312
-43,558
271
$44.1K 0.02%
1,674
-42,754
272
$44.1K 0.02%
141
-42,347
273
$43.8K 0.02%
692
-43,554
274
$43.6K 0.02%
408
-146,224
275
$43.4K 0.02%
290
-43,326
9 10
11
12 13