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
176
$110K 0.05%
3,264
-112,020
177
$109K 0.05%
2,112
-216,380
178
$108K 0.05%
612
-81,047
179
$107K 0.05%
+3,229
180
$107K 0.05%
1,456
-108,632
181
$106K 0.05%
766
-106,865
182
$105K 0.05%
5,405
-567,580
183
$104K 0.05%
5,718
-91,112
184
$102K 0.05%
1,421
-96,380
185
$102K 0.05%
6,838
-75,666
186
$99K 0.05%
1,965
-61,671
187
$98.7K 0.05%
2,825
-90,227
188
$97.8K 0.05%
3,191
-77,669
189
$97.2K 0.05%
174
-82,152
190
$95.9K 0.05%
1,045
-126,184
191
$94.9K 0.05%
162
-75,944
192
$93.6K 0.05%
400
-90,800
193
$92.9K 0.05%
5,422
-94,513
194
$92.4K 0.05%
1,142
-88,367
195
$90.9K 0.04%
674
-90,539
196
$89.7K 0.04%
661
-104,331
197
$89.5K 0.04%
504
-81,352
198
$88.2K 0.04%
5,242
-90,477
199
$87.9K 0.04%
1,031
-77,045
200
$86.7K 0.04%
1,238
-79,492
6 7
8
9 10