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
$185M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.85M
3
+$1.79M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$1.52M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$1.71M
2
+$1.63M
3
+$1.05M
4
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$994K
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$842K

Sector Composition

1 Real Estate 2.19%
2 Technology 1.25%
3 Financials 0.74%
4 Communication Services 0.71%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-25,936
77
– –
-6,690
78
– –
-43,662
79
– –
-13,409
80
– –
-14,659
1 2 3
4