FPCM
Financial Partners Capital Management Portfolio holdings
AUM
$449M
1-Year Return
11.1%
This Quarter Return
+0.24%
1 Year Return
-11.1%
3 Year Return
+34.2%
5 Year Return
–
10 Year Return
–
AUM
$408M
AUM Growth
+$9.52M
(+2.4%)
Cap. Flow
+$9.4M
Cap. Flow
% of AUM
2.3%
Top 10 Holdings %
Top 10 Hldgs %
26.95%
Holding
121
New
11
Increased
36
Reduced
44
Closed
3
Top Buys
| 1 |
Alibaba
BABA
|
+$4.06M |
| 2 |
DXGE
WisdomTree Germany Hedged Equity Fund
DXGE
|
+$3.05M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$2.55M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$2.15M |
| 5 |
Citigroup
C
|
+$1.47M |
Top Sells
| 1 |
Goldman Sachs
GS
|
+$2.32M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
+$1.93M |
| 3 |
NCR Voyix
VYX
|
+$1.39M |
| 4 |
SPDR S&P China ETF
GXC
|
+$1.32M |
| 5 |
Toyota
TM
|
+$1.24M |
Sector Composition
| 1 | Financials | 11.56% |
| 2 | Technology | 9.22% |
| 3 | Healthcare | 8.05% |
| 4 | Consumer Discretionary | 7.8% |
| 5 | Communication Services | 5.56% |
