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
$485M
AUM Growth
-$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$6.51M
3 +$5.55M
4
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$4.23M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.52M

Sector Composition

1 Technology 7.73%
2 Communication Services 2.31%
3 Consumer Discretionary 2.23%
4 Industrials 1.13%
5 Financials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-35,386