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
101
$299K 0.15%
676
-282,843
102
$287K 0.14%
6,468
-269,114
103
$276K 0.13%
7,900
-245,006
104
$272K 0.13%
1,900
-54,981
105
$271K 0.13%
5,445
-188,757
106
$270K 0.13%
1,116
-254,302
107
$270K 0.13%
964
-194,198
108
$264K 0.13%
3,353
-213,045
109
$263K 0.13%
665
-233,812
110
$263K 0.13%
2,496
-247,545
111
$262K 0.13%
3,504
-242,891
112
$261K 0.13%
2,666
-285,609
113
$260K 0.13%
474
-236,578
114
$246K 0.12%
680
-180,370
115
$240K 0.12%
836
-193,949
116
$234K 0.11%
3,548
-232,441
117
$232K 0.11%
2,052
-191,155
118
$231K 0.11%
1,391
-157,822
119
$226K 0.11%
1,923
-201,260
120
$222K 0.11%
4,731
-637,884
121
$217K 0.11%
3,983
-192,150
122
$213K 0.1%
980
-226,253
123
$211K 0.1%
2,011
-213,437
124
$210K 0.1%
1,821
-186,164
125
$203K 0.1%
3,614
-227,694
3 4
5
6 7