FPGK

Financial Partners Group (Kansas) Portfolio holdings

AUM $865M
1-Year Est. Return 16.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$10M
3
+$9.42M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.19M
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$5.91M

Top Sells

1
+$15.2M
2
+$13.3M
3
+$5.24M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.47M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.36M

Sector Composition

1 Technology 6.39%
2 Communication Services 1.95%
3 Consumer Discretionary 1.68%
4 Industrials 1.19%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-9,651
177
– –
-22,220
178
– –
-23,204
179
– –
-7,646
4 5 6 7
8