FPGT

Financial Partners Group (Tennessee) Portfolio holdings

AUM $276M
1-Year Est. Return 5.93%
This Quarter Est. Return
1 Year Est. Return
+5.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$6.7M
2 +$5.03M
3 +$1.99M
4
NXPI icon
NXP Semiconductors
NXPI
+$1.03M
5
TXN icon
Texas Instruments
TXN
+$1,000K

Top Sells

1 +$903K
2 +$606K
3 +$590K
4
TFC icon
Truist Financial
TFC
+$222K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$92.6K

Sector Composition

1 Energy 19.08%
2 Technology 18.09%
3 Industrials 15.39%
4 Healthcare 10.92%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,154
77
-9,731