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
$127M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 1.3%
2 Technology 1.21%
3 Financials 1.01%
4 Communication Services 0.78%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$114K 0.09%
+144
77
$30K 0.02%
+13,596