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
451
$12.1K 0.01%
105
-11,911
452
$11.9K 0.01%
224
-11,435
453
$11.9K 0.01%
350
-11,025
454
$11.9K 0.01%
+820
455
$11.2K 0.01%
160
-11,680
456
$10.8K 0.01%
3,000
-6,480
457
$10.7K 0.01%
+122
458
$10.5K 0.01%
50
-10,243
459
$10.4K 0.01%
417
-8,621
460
$10.3K 0.01%
139
-9,734
461
$10.2K ﹤0.01%
291
-6,984
462
$9.95K ﹤0.01%
+128
463
$9.73K ﹤0.01%
27
-7,606
464
$9.68K ﹤0.01%
+203
465
$9.65K ﹤0.01%
99
-9,798
466
$9.64K ﹤0.01%
+133
467
$9.48K ﹤0.01%
100
-9,222
468
$9.44K ﹤0.01%
90
-8,430
469
$9.32K ﹤0.01%
106
-7,962
470
$9.19K ﹤0.01%
66
-8,225
471
$9.13K ﹤0.01%
+275
472
$9.06K ﹤0.01%
172
-10,279
473
$9.03K ﹤0.01%
24
-8,513
474
$8.96K ﹤0.01%
+50
475
$8.94K ﹤0.01%
93
-9,319
17 18
19
20 21