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
101
$341K 0.1%
8,631
+62
102
$338K 0.1%
1,508
+63
103
$336K 0.1%
1,520
+93
104
$331K 0.09%
3,714
+2
105
$328K 0.09%
1,242
106
$323K 0.09%
3,327
+3
107
$322K 0.09%
+6,040
108
$318K 0.09%
965
-479
109
$314K 0.09%
2,317
+663
110
$310K 0.09%
2,548
+117
111
$308K 0.09%
+648
112
$307K 0.09%
6,113
-898
113
$301K 0.09%
13,162
-843
114
$294K 0.08%
900
+24
115
$293K 0.08%
3,989
+1,006
116
$291K 0.08%
4,910
+53
117
$290K 0.08%
3,975
118
$289K 0.08%
2,222
+144
119
$288K 0.08%
+7,305
120
$276K 0.08%
20,000
121
$273K 0.08%
6,234
-874
122
$272K 0.08%
1,287
+59
123
$265K 0.08%
4,038
+100
124
$263K 0.07%
2,484
+12
125
$252K 0.07%
1,131
+36
2 3 4
5
6