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
126
$194K 0.09%
3,463
-197,609
127
$193K 0.09%
2,760
-185,750
128
$192K 0.09%
812
-173,435
129
$192K 0.09%
12,500
-181,625
130
$191K 0.09%
1,039
-170,978
131
$189K 0.09%
1,277
-179,355
132
$187K 0.09%
5,272
-203,657
133
$179K 0.09%
800
-176,416
134
$177K 0.09%
1,311
-167,952
135
$174K 0.08%
4,766
-365,504
136
$171K 0.08%
2,484
-936,840
137
$166K 0.08%
3,022
-165,979
138
$166K 0.08%
4,097
-156,546
139
$161K 0.08%
626
-130,467
140
$160K 0.08%
1,448
-189,703
141
$158K 0.08%
2,608
-146,048
142
$157K 0.08%
572
-148,674
143
$157K 0.08%
1,668
-128,328
144
$156K 0.08%
756
-160,820
145
$154K 0.08%
5,557
-72,681
146
$149K 0.07%
2,755
-142,272
147
$149K 0.07%
6,527
-106,912
148
$147K 0.07%
2,559
-121,207
149
$147K 0.07%
2,322
-118,445
150
$144K 0.07%
702
-140,605
4 5
6
7 8