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FPGK
Financial Partners Group (Kansas) Portfolio holdings
AUM
$836M
1-Year Est. Return
21.04%
This Fund
S&P 500
This Quarter
Est. Return
+2.68%
1 Year Est. Return
+21.04%
3 Year Est. Return
+53.48%
5 Year Est. Return
+60.72%
10 Year Est. Return
–
AUM
$213M
AUM Growth
+$27.9M
(+15%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
10.71%
Top 10 Holdings %
Top 10 Hldgs %
60.69%
Holding
81
New
6
Increased
26
Reduced
40
Closed
5
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$18M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$17.4M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$12.1M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$6.32M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$3.92M |
Top Sells
| 1 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$8.16M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$8M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
+$6.68M |
| 4 |
Fidelity MSCI Real Estate Index ETF
FREL
|
+$5.8M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.16M |
Sector Composition
| 1 | Real Estate | 1.86% |
| 2 | Technology | 1.18% |
| 3 | Financials | 0.81% |
| 4 | Communication Services | 0.51% |
| 5 | Consumer Discretionary | 0.42% |
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