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
$154M
AUM Growth
+$291K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$5.21M
3
+$4.68M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$4.59M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.43M

Top Sells

1
+$7.72M
2
+$4.86M
3
+$3.02M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$2.08M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.57M

Sector Composition

1 Real Estate 2.01%
2 Technology 1.1%
3 Financials 0.87%
4 Healthcare 0.62%
5 Communication Services 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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82
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83
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85
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86
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87
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-7,480
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4