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
301
$34.6K 0.02%
338
-30,454
302
$34.4K 0.02%
555
-36,538
303
$34.2K 0.02%
580
-34,159
304
$34K 0.02%
+466
305
$34K 0.02%
136
-31,553
306
$33.7K 0.02%
1,375
-24,310
307
$33.3K 0.02%
390
-29,745
308
$32.8K 0.02%
768
-35,904
309
$32.6K 0.02%
2,402
-31,014
310
$32.3K 0.02%
398
-29,434
311
$32K 0.02%
112
-29,617
312
$32K 0.02%
703
-12,767
313
$31.9K 0.02%
994
-28,935
314
$31.7K 0.02%
162
-23,280
315
$31.7K 0.02%
2,018
-27,889
316
$31.7K 0.02%
357
-32,433
317
$31.4K 0.02%
137
-25,457
318
$31.3K 0.02%
104
-28,537
319
$31K 0.02%
448
-34,550
320
$31K 0.02%
497
-28,560
321
$30.8K 0.02%
300
-29,760
322
$30.7K 0.01%
1,448
-33,161
323
$30.6K 0.01%
900
-11,288
324
$30.2K 0.01%
105
-29,436
325
$30.1K 0.01%
2,955
-23,732
11 12
13
14 15