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
401
$16.4K 0.01%
284
-14,294
402
$16K 0.01%
+264
403
$16K 0.01%
324
-4,017
404
$16K 0.01%
+235
405
$15.9K 0.01%
142
-15,362
406
$15.9K 0.01%
194
-13,085
407
$15.7K 0.01%
191
-15,347
408
$15.6K 0.01%
257
-57,347
409
$15.5K 0.01%
103
-13,755
410
$15.5K 0.01%
200
-12,134
411
$15.5K 0.01%
483
-46,089
412
$15.5K 0.01%
256
-15,657
413
$15.4K 0.01%
39
-13,251
414
$15.3K 0.01%
264
-14,011
415
$15K 0.01%
238
-14,032
416
$15K 0.01%
+317
417
$14.9K 0.01%
94
-14,755
418
$14.9K 0.01%
100
-13,861
419
$14.9K 0.01%
66
-14,063
420
$14.8K 0.01%
100
-13,943
421
$14.5K 0.01%
177
-2,301
422
$14.4K 0.01%
1,020
-12,434
423
$14.3K 0.01%
300
-16,794
424
$14.3K 0.01%
67
-13,616
425
$13.7K 0.01%
200
-11,734
15 16
17
18 19