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
551
$4.66K ﹤0.01%
+154
552
$4.66K ﹤0.01%
177
-7,826
553
$4.64K ﹤0.01%
93
-3,676
554
$4.49K ﹤0.01%
71
-4,476
555
$4.48K ﹤0.01%
100
-4,868
556
$4.44K ﹤0.01%
28
-4,828
557
$4.36K ﹤0.01%
+250
558
$4.34K ﹤0.01%
13
-4,397
559
$4.31K ﹤0.01%
42
-3,701
560
$4.18K ﹤0.01%
100
-4,504
561
$4.07K ﹤0.01%
100
-3,988
562
$4.06K ﹤0.01%
133
-3,760
563
$4.02K ﹤0.01%
200
-4,056
564
$3.9K ﹤0.01%
734
-2,173
565
$3.89K ﹤0.01%
77
-6,706
566
$3.8K ﹤0.01%
78
-6,552
567
$3.75K ﹤0.01%
200
-3,566
568
$3.63K ﹤0.01%
56
-2,572
569
$3.54K ﹤0.01%
100
-2,908
570
$3.51K ﹤0.01%
225
-3,515
571
$3.48K ﹤0.01%
195
-3,101
572
$3.41K ﹤0.01%
321
-2,956
573
$3.4K ﹤0.01%
81
-3,991
574
$3.37K ﹤0.01%
+100
575
$3.26K ﹤0.01%
144
-43,328
21 22
23
24 25