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
51
$707K 0.34%
16,890
-1,121,868
52
$703K 0.34%
3,102
-1,048,887
53
$693K 0.34%
1,506
-576,896
54
$683K 0.33%
1,588
-604,996
55
$671K 0.33%
3,677
-587,391
56
$644K 0.31%
2,937
-634,540
57
$642K 0.31%
5,842
-572,947
58
$629K 0.31%
5,592
-652,588
59
$612K 0.3%
4,819
-600,720
60
$600K 0.29%
5,117
-746,539
61
$564K 0.27%
8,426
-514,059
62
$562K 0.27%
2,272
-517,157
63
$556K 0.27%
6,451
-515,879
64
$529K 0.26%
9,770
-489,467
65
$527K 0.26%
3,256
-368,996
66
$514K 0.25%
6,442
-492,813
67
$508K 0.25%
6,691
-398,919
68
$505K 0.25%
9,185
-428,321
69
$484K 0.24%
+17,616
70
$478K 0.23%
7,126
-428,271
71
$476K 0.23%
2,137
-478,298
72
$472K 0.23%
3,433
-417,371
73
$471K 0.23%
6,423
-470,541
74
$444K 0.22%
7,790
-419,679
75
$434K 0.21%
4,761
-402,209
1 2
3
4 5