FPGK

Financial Partners Group (Kansas) Portfolio holdings

AUM $803M
1-Year Est. Return 15.15%
This Quarter Est. Return
1 Year Est. Return
+15.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.73M
3
+$2.36M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$1.77M
5
ARKK icon
ARK Innovation ETF
ARKK
+$1.38M

Top Sells

1
+$4.22M
2
+$1.54M
3
+$1.16M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$385K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$365K

Sector Composition

1 Technology 6.38%
2 Consumer Discretionary 2.97%
3 Communication Services 2.89%
4 Financials 1.82%
5 Utilities 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$993K 0.28%
9,693
+3,061
52
$974K 0.28%
6,622
-578
53
$946K 0.27%
16,267
+2,237
54
$945K 0.27%
8,141
+171
55
$933K 0.26%
11,263
-1,087
56
$919K 0.26%
13,763
-2,368
57
$904K 0.26%
15,181
+276
58
$763K 0.22%
5,625
-152
59
$759K 0.22%
16,767
+3,069
60
$756K 0.21%
8,321
+1,131
61
$740K 0.21%
25,063
-1,941
62
$738K 0.21%
6,249
+497
63
$718K 0.2%
3,893
+205
64
$713K 0.2%
13,690
-1,605
65
$705K 0.2%
+22,054
66
$676K 0.19%
1,817
+5
67
$637K 0.18%
2,621
+2
68
$614K 0.17%
6,025
+201
69
$571K 0.16%
1,898
-235
70
$550K 0.16%
22,640
-13,828
71
$542K 0.15%
+7,149
72
$542K 0.15%
3,868
+60
73
$536K 0.15%
5,332
+380
74
$535K 0.15%
1,517
+2
75
$532K 0.15%
8,169
+643
1 2
3
4 5