FPCM
Financial Partners Capital Management Portfolio holdings
AUM
$449M
This Quarter Return
+3.79%
1 Year Return
-11.1%
3 Year Return
+34.2%
5 Year Return
–
10 Year Return
–
AUM
$223M
AUM Growth
–
Cap. Flow
+$223M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.81%
Holding
94
New
94
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Pfizer
PFE
|
$11.4M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$9.5M |
| 3 |
Vodafone
VOD
|
$9.07M |
| 4 |
Microsoft
MSFT
|
$9.04M |
| 5 |
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% |