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
626
$1.43K ﹤0.01%
100
-1,265
627
$1.42K ﹤0.01%
6
-1,444
628
$1.4K ﹤0.01%
33
-1,355
629
$1.4K ﹤0.01%
22
-1,258
630
$1.13K ﹤0.01%
8
-1,086
631
$1.13K ﹤0.01%
36
-969
632
$1.08K ﹤0.01%
39
-1,030
633
$896 ﹤0.01%
48
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634
$759 ﹤0.01%
30
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635
$714 ﹤0.01%
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636
$673 ﹤0.01%
11
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$612 ﹤0.01%
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10
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11
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$259 ﹤0.01%
2
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$228 ﹤0.01%
5
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$205 ﹤0.01%
9
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649
– –
0
650
$183 ﹤0.01%
15
-112
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