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
26
$1.46M 0.71%
5,319
-1,178,470
27
$1.45M 0.71%
3,626
-1,335,255
28
$1.35M 0.66%
8,775
-1,279,091
29
$1.35M 0.66%
8,201
-1,344,582
30
$1.34M 0.65%
11,940
-1,280,207
31
$1.33M 0.65%
40,903
-1,003,853
32
$1.12M 0.55%
11,291
-975,958
33
$1.11M 0.54%
19,547
-1,060,958
34
$1.11M 0.54%
23,280
-10,670,240
35
$1.03M 0.5%
8,845
-1,051,140
36
$1.01M 0.49%
16,544
-993,458
37
$951K 0.46%
5,411
-993,024
38
$900K 0.44%
41,412
-1,222,525
39
$871K 0.42%
16,835
-422,851
40
$870K 0.42%
8,547
-774,612
41
$833K 0.41%
21,275
-749,025
42
$827K 0.4%
41,320
-21,980,320
43
$802K 0.39%
1,161
-712,859
44
$791K 0.39%
3,245
-803,885
45
$768K 0.37%
14,154
-779,461
46
$754K 0.37%
4,850
-749,145
47
$733K 0.36%
2,637
-671,037
48
$721K 0.35%
12,901
-582,471
49
$715K 0.35%
2,957
-622,414
50
$714K 0.35%
2,239
-681,113
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