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
$213M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$17.7M
3
+$12.1M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$6.45M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.95M

Top Sells

1
+$8.16M
2
+$8.15M
3
+$6.8M
4
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$5.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.2M

Sector Composition

1 Real Estate 1.86%
2 Technology 1.18%
3 Financials 0.81%
4 Communication Services 0.51%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
13,596
77
– –
-2,843
78
– –
-183,290
79
– –
-223,301
80
– –
-25,802
81
– –
-3,058
1 2 3
4