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
576
$3.24K ﹤0.01%
26
-3,102
577
$3.23K ﹤0.01%
+93
578
$3.22K ﹤0.01%
100
-2,920
579
$3.21K ﹤0.01%
124
-6,058
580
$3.18K ﹤0.01%
304
-2,700
581
$3.14K ﹤0.01%
100
-4,702
582
$2.93K ﹤0.01%
100
-4,375
583
$2.82K ﹤0.01%
24
-2,466
584
$2.77K ﹤0.01%
27
-2,779
585
$2.77K ﹤0.01%
8
-2,230
586
$2.76K ﹤0.01%
200
-2,484
587
$2.76K ﹤0.01%
6
-1,949
588
$2.75K ﹤0.01%
100
-2,578
589
$2.65K ﹤0.01%
231
-2,005
590
$2.63K ﹤0.01%
9
-2,485
591
$2.5K ﹤0.01%
60
-2,880
592
$2.43K ﹤0.01%
36
-2,208
593
$2.42K ﹤0.01%
100
-2,170
594
$2.41K ﹤0.01%
+130
595
$2.41K ﹤0.01%
14
-2,114
596
$2.4K ﹤0.01%
61
-2,302
597
$2.34K ﹤0.01%
100
-1,740
598
$2.26K ﹤0.01%
714
-1,608
599
$2.26K ﹤0.01%
4
-54
600
$2.2K ﹤0.01%
+22
22 23
24
25 26