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
$494M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.15%
2 Consumer Discretionary 2.16%
3 Communication Services 2.14%
4 Industrials 1.09%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,938
177
-16,000