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
$353M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.73M
3
+$2.36M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$1.77M
5
ARKK icon
ARK Innovation ETF
ARKK
+$1.38M

Top Sells

1
+$4.22M
2
+$1.54M
3
+$1.16M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$385K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$365K

Sector Composition

1 Technology 6.38%
2 Consumer Discretionary 2.97%
3 Communication Services 2.89%
4 Financials 1.82%
5 Utilities 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$527K 0.15%
7,118
+426
77
$504K 0.14%
+6,660
78
$501K 0.14%
7,945
+8
79
$489K 0.14%
9,380
80
$486K 0.14%
4,475
-817
81
$472K 0.13%
6,330
+50
82
$466K 0.13%
3,511
-33
83
$456K 0.13%
8,828
+153
84
$456K 0.13%
4,727
+3
85
$453K 0.13%
17,255
+76
86
$444K 0.13%
+10,548
87
$442K 0.13%
1,999
+1,000
88
$429K 0.12%
3,171
+462
89
$427K 0.12%
8,791
+676
90
$417K 0.12%
1,894
+93
91
$411K 0.12%
3,479
+36
92
$409K 0.12%
2,491
+435
93
$407K 0.12%
3,483
+436
94
$386K 0.11%
1
95
$384K 0.11%
5,340
96
$365K 0.1%
4,019
-948
97
$360K 0.1%
3,800
+1,170
98
$359K 0.1%
3,157
+1,095
99
$350K 0.1%
1,148
-288
100
$350K 0.1%
2,481
+4
2 3
4
5 6