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
$309M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.78M
3
+$1.66M
4
GM icon
General Motors
GM
+$1.28M
5
C icon
Citigroup
C
+$1.14M

Top Sells

1
+$9.29M
2
+$5.1M
3
+$4.62M
4
JPM icon
JPMorgan Chase
JPM
+$306K
5
FRX
FOREST LABORATORIES INC
FRX
+$276K

Sector Composition

1 Financials 12.21%
2 Technology 11.09%
3 Healthcare 10.63%
4 Consumer Discretionary 8.03%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$99K 0.03%
14,000
77
$86K 0.03%
10,000
78
– –
-3,865
79
– –
-10,300
80
– –
-4,600
1 2 3
4