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
$313M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$14.2M
3
+$13.9M
4
PYPL icon
PayPal
PYPL
+$13.6M
5
META icon
Meta Platforms (Facebook)
META
+$11M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.63%
2 Healthcare 13.23%
3 Communication Services 10.97%
4 Consumer Staples 9.72%
5 Technology 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$290K 0.09%
+95,043
77
$287K 0.09%
+20,475
78
$239K 0.08%
+1,696
79
$235K 0.07%
+1,991
80
$235K 0.07%
+6,875
81
$218K 0.07%
+1,892
82
$214K 0.07%
+8,370
83
$209K 0.07%
+1,973
84
$209K 0.07%
+6,738
85
$208K 0.07%
+659
86
$205K 0.07%
+1,794
87
$173K 0.06%
+19,675
88
$98.9K 0.03%
+1,230
1 2 3
4