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
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.5M
3
+$9.07M
4
MSFT icon
Microsoft
MSFT
+$9.04M
5
MRK icon
Merck
MRK
+$8.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.89%
2 Financials 13.05%
3 Communication Services 10.66%
4 Healthcare 10.49%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$104K 0.05%
+13,000
77
$91K 0.04%
+14,000
78
$73K 0.03%
+10,300
1 2 3
4