FPCM

Financial Partners Capital Management Portfolio holdings

AUM $449M
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
-11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.76M
3
+$2.37M
4
BXP icon
Boston Properties
BXP
+$1.32M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.08M

Top Sells

1
+$8.93M
2
+$2.31M
3
+$2.23M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.82M
5
BABA icon
Alibaba
BABA
+$1.73M

Sector Composition

1 Financials 16.76%
2 Healthcare 14.12%
3 Consumer Staples 10.94%
4 Technology 10.38%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.45%
42,806
+2,990
52
$2.52M 0.45%
93,552
+40,173
53
$2.5M 0.44%
36,516
+2,035
54
$2.46M 0.44%
37,496
+656
55
$2.37M 0.42%
+64,985
56
$2.33M 0.41%
49,188
-1,907
57
$2.33M 0.41%
37,959
+1,625
58
$2.29M 0.41%
15,402
+1,040
59
$2.26M 0.4%
27,925
-2,085
60
$2.06M 0.37%
9,371
+150
61
$2.02M 0.36%
11,623
+138
62
$2.01M 0.36%
25,546
+4,535
63
$1.97M 0.35%
19,440
-800
64
$1.95M 0.35%
40,515
65
$1.74M 0.31%
55,106
+2,856
66
$1.69M 0.3%
27,968
+4,148
67
$1.65M 0.29%
49,371
+2,906
68
$1.48M 0.26%
22,249
69
$1.43M 0.25%
9,290
+25
70
$1.4M 0.25%
22,066
-21,784
71
$1.39M 0.25%
4,600
-175
72
$1.38M 0.25%
11,639
-14,577
73
$1.38M 0.24%
28,335
+5,769
74
$1.38M 0.24%
30,966
+7,400
75
$1.36M 0.24%
10,206
-255
1 2
3
4 5