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
326
$30.1K 0.01%
361
-26,797
327
$29.8K 0.01%
240
-12,691
328
$29.7K 0.01%
168
-23,759
329
$29.6K 0.01%
1,088
-54,030
330
$29.5K 0.01%
349
-29,211
331
$28.8K 0.01%
299
-26,713
332
$28K 0.01%
505
-28,947
333
$27.9K 0.01%
185
-26,022
334
$27.8K 0.01%
208
-28,714
335
$27.7K 0.01%
410
-27,683
336
$27.7K 0.01%
155
-25,896
337
$27.6K 0.01%
501
-26,087
338
$27.6K 0.01%
262
-26,444
339
$27.2K 0.01%
839
-63,990
340
$27.1K 0.01%
125
-23,381
341
$27.1K 0.01%
142
-24,766
342
$27.1K 0.01%
350
-25,487
343
$27K 0.01%
326
-24,511
344
$27K 0.01%
203
-22,009
345
$26.9K 0.01%
333
-25,468
346
$26.6K 0.01%
409
-27,983
347
$26.1K 0.01%
355
-16,468
348
$25.9K 0.01%
139
-21,751
349
$25.5K 0.01%
+148
350
$25.3K 0.01%
365
-24,406
12 13
14
15 16