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
$161M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.55M
3
+$5.12M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$4.09M
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$3.95M

Top Sells

1
+$13.4M
2
+$12.5M
3
+$6.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.19M
5
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$4.47M

Sector Composition

1 Technology 8.83%
2 Communication Services 4.11%
3 Consumer Discretionary 3.85%
4 Real Estate 2.46%
5 Financials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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