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
601
$2.18K ﹤0.01%
+79
602
$2.18K ﹤0.01%
+54
603
$2.17K ﹤0.01%
+52
604
$2.11K ﹤0.01%
53
-1,961
605
$2.1K ﹤0.01%
31
-2,001
606
$2.08K ﹤0.01%
56
-1,788
607
$2.06K ﹤0.01%
10
-2,044
608
$2.06K ﹤0.01%
25
-1,954
609
$2.01K ﹤0.01%
100
-1,892
610
$1.95K ﹤0.01%
107
-1,672
611
$1.85K ﹤0.01%
62
-2,442
612
$1.85K ﹤0.01%
250
-1,225
613
$1.83K ﹤0.01%
7
-1,774
614
$1.74K ﹤0.01%
24
-2,561
615
$1.73K ﹤0.01%
114
-1,578
616
$1.72K ﹤0.01%
24
-1,596
617
$1.67K ﹤0.01%
20
-1,431
618
$1.64K ﹤0.01%
+6
619
$1.6K ﹤0.01%
52
-1,309
620
$1.56K ﹤0.01%
5
-1,589
621
$1.55K ﹤0.01%
50
-71,000
622
$1.53K ﹤0.01%
21
-1,313
623
$1.47K ﹤0.01%
101
-1,489
624
$1.47K ﹤0.01%
100
-1,268
625
$1.47K ﹤0.01%
+7
23 24
25
26 27