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
126
$250K 0.07%
3,914
+90
127
$234K 0.07%
731
+58
128
$234K 0.07%
+3,825
129
$233K 0.07%
+3,786
130
$229K 0.07%
1,623
-347
131
$226K 0.06%
3,628
-19
132
$221K 0.06%
+4,108
133
$221K 0.06%
2,113
-973
134
$221K 0.06%
11,171
+837
135
$220K 0.06%
16,627
-5,238
136
$218K 0.06%
2,719
+1
137
$214K 0.06%
+1,340
138
$208K 0.06%
+897
139
$206K 0.06%
+3,827
140
$204K 0.06%
+3,387
141
– –
-3,765
142
– –
-3,256
143
– –
-4,480
144
– –
-996
2 3 4 5
6