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
201
$86.7K 0.04%
1,440
-446,640
202
$85.8K 0.04%
1,504
-1,363
203
$85.4K 0.04%
687
-88,265
204
$84.9K 0.04%
802
-55,547
205
$84.6K 0.04%
2,000
-72,020
206
$84.2K 0.04%
1,860
-70,810
207
$84.1K 0.04%
1,000
-80,270
208
$82.4K 0.04%
265
-68,964
209
$82.1K 0.04%
1,000
-78,935
210
$80.9K 0.04%
2,400
-36,641
211
$80.1K 0.04%
3,032
-70,741
212
$80K 0.04%
1,514
-81,603
213
$79.5K 0.04%
8,945
-68,071
214
$79.5K 0.04%
805
-41,724
215
$75K 0.04%
2,466
-64,867
216
$75K 0.04%
5,248
-68,220
217
$73.8K 0.04%
2,140
-61,889
218
$73K 0.04%
5,800
-70,702
219
$72.7K 0.04%
206
-76,867
220
$72.5K 0.04%
1,036
-68,573
221
$71.7K 0.03%
858
-56,710
222
$71K 0.03%
472
-66,016
223
$70.1K 0.03%
500
-64,010
224
$68.9K 0.03%
467
-61,445
225
$68.7K 0.03%
2,928
-33,473
7 8
9
10 11