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
$420M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$2.35M
3
+$1.93M
4
C icon
Citigroup
C
+$1.31M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.29M

Top Sells

1
+$3.88M
2
+$3.71M
3
+$3.36M
4
EBAY icon
eBay
EBAY
+$3.3M
5
BP icon
BP
BP
+$1.94M

Sector Composition

1 Financials 14.29%
2 Technology 8.36%
3 Communication Services 8.27%
4 Healthcare 7.95%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-11,575
1 2 3 4
5