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
$128M
AUM Growth
+$586K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.27M
3
+$1.07M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$1.05M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.05M

Top Sells

1
+$2.32M
2
+$2.32M
3
+$1.01M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$849K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$688K

Sector Composition

1 Technology 1.59%
2 Financials 1.06%
3 Communication Services 0.83%
4 Healthcare 0.48%
5 Real Estate 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-48,889
77
– –
-3,536
78
– –
-1,414
79
– –
-2,206
80
– –
-3,680
81
– –
-3,174
82
– –
-2,776
1 2 3
4