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
376
$20K 0.01%
+315
377
$19.7K 0.01%
235
-18,013
378
$19.7K 0.01%
546
-20,759
379
$19.5K 0.01%
432
-19,051
380
$19.4K 0.01%
307
-19,313
381
$19.4K 0.01%
+914
382
$19.3K 0.01%
+1,000
383
$19.2K 0.01%
100
-24,397
384
$19.2K 0.01%
500
-17,495
385
$19K 0.01%
390
-16,076
386
$18.6K 0.01%
1,261
-15,298
387
$18.4K 0.01%
124
-17,023
388
$18.3K 0.01%
503
-18,777
389
$18K 0.01%
100
-19,188
390
$17.9K 0.01%
216
-15,256
391
$17.7K 0.01%
88
-15,351
392
$17.6K 0.01%
422
-6,734
393
$17.6K 0.01%
580
-19,987
394
$17.6K 0.01%
544
-16,548
395
$17.6K 0.01%
125
-15,224
396
$17.1K 0.01%
313
-16,792
397
$16.9K 0.01%
108
-17,204
398
$16.9K 0.01%
210
-17,974
399
$16.6K 0.01%
168
-16,049
400
$16.4K 0.01%
55
-15,567
14 15
16
17 18