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
526
$5.56K ﹤0.01%
100
-4,966
527
$5.56K ﹤0.01%
1,101
+361
528
$5.51K ﹤0.01%
86
-5,299
529
$5.48K ﹤0.01%
28
-5,040
530
$5.41K ﹤0.01%
66
-5,963
531
$5.41K ﹤0.01%
63
-5,074
532
$5.4K ﹤0.01%
510
-5,115
533
$5.4K ﹤0.01%
225
-5,663
534
$5.31K ﹤0.01%
324
-3,826
535
$5.31K ﹤0.01%
200
-4,538
536
$5.3K ﹤0.01%
135
-4,922
537
$5.28K ﹤0.01%
309
-6,143
538
$5.26K ﹤0.01%
319
-4,680
539
$5.25K ﹤0.01%
217
-3,013
540
$5.18K ﹤0.01%
100
-4,465
541
$5.13K ﹤0.01%
92
-4,891
542
$5.11K ﹤0.01%
78
-4,759
543
$5.11K ﹤0.01%
196
-19,340
544
$5.07K ﹤0.01%
159
-4,151
545
$5.05K ﹤0.01%
7
-4,312
546
$4.98K ﹤0.01%
59
-10,816
547
$4.9K ﹤0.01%
100
-3,515
548
$4.89K ﹤0.01%
362
-4,333
549
$4.69K ﹤0.01%
5
-256
550
$4.69K ﹤0.01%
79
-4,042
20 21
22
23 24