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
476
$8.89K ﹤0.01%
434
-8,756
477
$8.71K ﹤0.01%
356
-7,858
478
$8.65K ﹤0.01%
498
-47,664
479
$8.6K ﹤0.01%
1,434
-215
480
$8.56K ﹤0.01%
1,200
-7,188
481
$8.45K ﹤0.01%
100
-7,433
482
$8.45K ﹤0.01%
+1,000
483
$8.07K ﹤0.01%
66
-8,490
484
$8.01K ﹤0.01%
142
-6,749
485
$7.94K ﹤0.01%
270
-7,179
486
$7.86K ﹤0.01%
129
-6,704
487
$7.82K ﹤0.01%
100
-7,827
488
$7.7K ﹤0.01%
24
-7,015
489
$7.64K ﹤0.01%
100
-7,188
490
$7.6K ﹤0.01%
209
-8,933
491
$7.55K ﹤0.01%
1,000
-7,680
492
$7.5K ﹤0.01%
204
-6,779
493
$7.5K ﹤0.01%
57
-7,289
494
$7.48K ﹤0.01%
+68
495
$7.33K ﹤0.01%
1,111
-3,722
496
$7.22K ﹤0.01%
231
-6,561
497
$7.05K ﹤0.01%
180
-50,390
498
$6.97K ﹤0.01%
+37
499
$6.95K ﹤0.01%
67
-5,548
500
$6.91K ﹤0.01%
8
-5,918
18 19
20
21 22