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
76
$434K 0.21%
1,779
-400,327
77
$402K 0.2%
1,171
-406,431
78
$388K 0.19%
1,063
-377,479
79
$388K 0.19%
7,319
-371,161
80
$388K 0.19%
8,131
-407,795
81
$386K 0.19%
4,640
-391,966
82
$380K 0.18%
5,734
-754,480
83
$378K 0.18%
1,306
-364,557
84
$376K 0.18%
4,984
-361,219
85
$370K 0.18%
6,169
-300,571
86
$361K 0.18%
6,655
-334,897
87
$359K 0.17%
2,940
-6,060,860
88
$356K 0.17%
6,918
-332,837
89
$354K 0.17%
1,512
-318,634
90
$345K 0.17%
4,375
-293,125
91
$345K 0.17%
5,466
-299,647
92
$331K 0.16%
1,080
-1,060,632
93
$330K 0.16%
6,198
-235,400
94
$329K 0.16%
1,128
-271,824
95
$312K 0.15%
7,214
-324,708
96
$310K 0.15%
2,755
-263,824
97
$304K 0.15%
5,655
-1,472,125
98
$304K 0.15%
1,316
-293,572
99
$303K 0.15%
5,646
-271,787
100
$302K 0.15%
3,886
-268,795
2 3
4
5 6