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
151
$141K 0.07%
2,670
-129,388
152
$140K 0.07%
2,602
-123,817
153
$139K 0.07%
2,341
-132,173
154
$138K 0.07%
677
-146,604
155
$136K 0.07%
952
-126,279
156
$135K 0.07%
+9,485
157
$135K 0.07%
872
-114,971
158
$134K 0.07%
2,075
-129,710
159
$134K 0.07%
427
-42,108
160
$134K 0.07%
5,080
-102,170
161
$134K 0.07%
3,246
-130,779
162
$132K 0.06%
798
-132,289
163
$130K 0.06%
1,529
-133,344
164
$129K 0.06%
921
-108,324
165
$129K 0.06%
6,560
-110,142
166
$124K 0.06%
1,159
-89,476
167
$123K 0.06%
514
-124,928
168
$121K 0.06%
4,814
-253,558
169
$121K 0.06%
766
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170
$121K 0.06%
1,802
-23,172
171
$121K 0.06%
1,553
-123,915
172
$119K 0.06%
1,338
-123,885
173
$118K 0.06%
2,899
-92,275
174
$114K 0.06%
1,125
-100,959
175
$110K 0.05%
2,476
-81,241
5 6
7
8 9