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
351
$25.3K 0.01%
545
-23,370
352
$25K 0.01%
232
-24,782
353
$24.9K 0.01%
164
-24,405
354
$24.8K 0.01%
+500
355
$24.4K 0.01%
466
-22,246
356
$24.1K 0.01%
268
-23,512
357
$24.1K 0.01%
63
-20,678
358
$24K 0.01%
240
-23,594
359
$23.9K 0.01%
175
-22,290
360
$23.5K 0.01%
200
-27,872
361
$23.3K 0.01%
563
-21,001
362
$23.3K 0.01%
122
-23,673
363
$23K 0.01%
+2,475
364
$22.5K 0.01%
3,278
-18,552
365
$22.4K 0.01%
410
-21,090
366
$22.3K 0.01%
335
-46,239
367
$22.2K 0.01%
1,570
-22,399
368
$21.8K 0.01%
571
-20,813
369
$21.8K 0.01%
2,104
-19,778
370
$21.2K 0.01%
457
-14,203
371
$21.1K 0.01%
1,275
-21,821
372
$21K 0.01%
663
-28,127
373
$20.4K 0.01%
265
-436
374
$20.3K 0.01%
254
-20,411
375
$20.3K 0.01%
590
-20,414
13 14
15
16 17