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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
+7.63%
1 Year Est. Return
+21.04%
3 Year Est. Return
+53.48%
5 Year Est. Return
+60.72%
10 Year Est. Return
–
AUM
$291M
AUM Growth
+$35.2M
(+14%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
5.83%
Top 10 Holdings %
Top 10 Hldgs %
52.73%
Holding
123
New
23
Increased
45
Reduced
44
Closed
7
Top Buys
| 1 |
iShares US Medical Devices ETF
IHI
|
+$3.83M |
| 2 |
Ball Corp
BALL
|
+$2.71M |
| 3 |
Vanguard Total Bond Market
BND
|
+$1.48M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.39M |
| 5 |
American Century Focused Dynamic Growth ETF
FDG
|
+$1.21M |
Top Sells
| 1 |
Fidelity Small-Mid Multifactor ETF
FSMD
|
+$1.13M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$803K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$803K |
| 4 |
Cintas
CTAS
|
+$448K |
| 5 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$420K |
Sector Composition
| 1 | Technology | 8.59% |
| 2 | Consumer Discretionary | 4.8% |
| 3 | Communication Services | 3.28% |
| 4 | Real Estate | 1.4% |
| 5 | Financials | 1.34% |
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