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
$241M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$973K
3 +$971K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$822K
5
UPS icon
United Parcel Service
UPS
+$668K

Top Sells

1 +$3.99M
2 +$2.67M
3 +$2.35M
4
TXN icon
Texas Instruments
TXN
+$2.03M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.97M

Sector Composition

1 Technology 17.96%
2 Industrials 17.68%
3 Financials 14.35%
4 Energy 10.17%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,212
102
-19,896