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
$388M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.78M
3
+$5.5M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$4.93M
5
KSU
Kansas City Southern
KSU
+$4.19M

Top Sells

1
+$8.13M
2
+$5.17M
3
+$4.73M
4
BND icon
Vanguard Total Bond Market
BND
+$4.42M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$4.29M

Sector Composition

1 Technology 6.62%
2 Consumer Discretionary 2.99%
3 Communication Services 2.87%
4 Financials 1.7%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,234
152
– –
-7,305
153
– –
-6,113
154
– –
-3,628
155
– –
-2,317
3 4 5 6
7