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
501
$6.76K ﹤0.01%
126
-8,263
502
$6.67K ﹤0.01%
90
-6,832
503
$6.63K ﹤0.01%
130
-6,725
504
$6.62K ﹤0.01%
42
-5,423
505
$6.6K ﹤0.01%
290
-3,666
506
$6.56K ﹤0.01%
100
-6,577
507
$6.51K ﹤0.01%
138
-6,576
508
$6.51K ﹤0.01%
100
-6,155
509
$6.43K ﹤0.01%
106
-7,082
510
$6.32K ﹤0.01%
87
-5,867
511
$6.28K ﹤0.01%
25
-4,538
512
$6.11K ﹤0.01%
16
-5,727
513
$6.08K ﹤0.01%
277
-5,665
514
$6.03K ﹤0.01%
100
-4,854
515
$5.99K ﹤0.01%
100
-5,310
516
$5.97K ﹤0.01%
132
-6,011
517
$5.86K ﹤0.01%
42
-5,533
518
$5.84K ﹤0.01%
225
-5,432
519
$5.84K ﹤0.01%
100
-5,476
520
$5.79K ﹤0.01%
+21
521
$5.74K ﹤0.01%
44
-5,012
522
$5.67K ﹤0.01%
162
-5,234
523
– –
0
524
$5.65K ﹤0.01%
59
-5,428
525
$5.63K ﹤0.01%
150
-5,297
19 20
21
22 23