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
426
$13.7K 0.01%
135
-12,313
427
$13.6K 0.01%
+109
428
$13.5K 0.01%
50
-11,903
429
$13.5K 0.01%
130
-12,518
430
$13.4K 0.01%
115
-13,007
431
$13.4K 0.01%
+168
432
$13.4K 0.01%
52
-988
433
$13.3K 0.01%
103
-11,191
434
$13.3K 0.01%
125
-11,073
435
$13.3K 0.01%
505
-12,549
436
$13.2K 0.01%
605
-12,112
437
$13.1K 0.01%
295
-13,458
438
$13K 0.01%
136
-6,117
439
$13K 0.01%
+219
440
$12.9K 0.01%
293
-10,903
441
$12.8K 0.01%
88
-12,408
442
$12.8K 0.01%
52
-1,131
443
$12.7K 0.01%
255
-10,381
444
$12.6K 0.01%
524
-10,428
445
$12.5K 0.01%
209
-12,375
446
$12.4K 0.01%
160
-104,110
447
$12.3K 0.01%
1,631
-10,895
448
$12.2K 0.01%
+209
449
$12.2K 0.01%
42
-11,493
450
$12.1K 0.01%
401
-12,331
16 17
18
19 20