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FPGK
Financial Partners Group (Kansas) Portfolio holdings
AUM
$836M
1-Year Est. Return
21.04%
This Fund
S&P 500
This Quarter
Est. Return
-1.35%
1 Year Est. Return
+21.04%
3 Year Est. Return
+53.48%
5 Year Est. Return
+60.72%
10 Year Est. Return
–
AUM
$836M
AUM Growth
-$29M
(-3.4%)
Cap. Flow
+$9.09M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
43.77%
Holding
243
New
16
Increased
109
Reduced
73
Closed
16
Top Buys
| 1 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$11.5M |
| 2 |
FEOE
First Eagle Overseas Equity ETF
FEOE
|
+$1.74M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$1.46M |
| 4 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
+$1.33M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$1.28M |
Top Sells
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$12.6M |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$2.25M |
| 3 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$1.2M |
| 4 |
Costco
COST
|
+$757K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$736K |
Sector Composition
| 1 | Technology | 6.65% |
| 2 | Communication Services | 3.25% |
| 3 | Consumer Discretionary | 2% |
| 4 | Industrials | 1.17% |
| 5 | Financials | 1.02% |
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