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
276
$43.1K 0.02%
247
-38,243
277
$42.9K 0.02%
1,701
-122,193
278
$42.1K 0.02%
624
-40,667
279
$41.1K 0.02%
214
-34,958
280
$40.9K 0.02%
250
-17,366
281
$40.7K 0.02%
919
-36,420
282
$40.4K 0.02%
492
-39,945
283
$40K 0.02%
566
-40,611
284
$38.9K 0.02%
+515
285
$38.8K 0.02%
3,921
-16,043
286
$38.2K 0.02%
1,160
-124,828
287
$38.2K 0.02%
800
-37,424
288
$37.5K 0.02%
227
-31,825
289
$37.4K 0.02%
469
-39,260
290
$37.2K 0.02%
433
-35,489
291
$37.1K 0.02%
634
-34,762
292
$37K 0.02%
40
-1,175
293
$36.7K 0.02%
370
-32,489
294
$36.4K 0.02%
2,100
-199,566
295
$36K 0.02%
422
-48,015
296
$35.9K 0.02%
385
-34,150
297
$35.3K 0.02%
400
-35,264
298
$35K 0.02%
352
-28,043
299
$34.9K 0.02%
289
-29,912
300
$34.8K 0.02%
1,766
-36,203
10 11
12
13 14