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FFP
FourThought Financial Partners Portfolio holdings
AUM
$1.16B
1-Year Est. Return
26.74%
This Fund
S&P 500
1 Year Est. Return
+26.74%
AUM
$1.16B
AUM Growth
-$25.2M
(-2.1%)
Holding
558
Top Buys
| 1 | +$6.4M | |
| 2 | +$6.16M | |
| 3 | +$4.68M | |
| 4 |
American Tower
AMT
|
+$4.23M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$3.54M |
Top Sells
| 1 | +$11.6M | |
| 2 | +$8.32M | |
| 3 | +$7.89M | |
| 4 |
NXP Semiconductors
NXPI
|
+$4.46M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.52M |
Sector Composition
| 1 | Technology | 25.93% |
| 2 | Financials | 12.65% |
| 3 | Healthcare | 8.69% |
| 4 | Industrials | 7.06% |
| 5 | Energy | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$2.95T
| $48.9M | 4.22% |
132,126
+15,305
|
|
||
2
Broadcom
AVGO
$1.77T
| $46.5M | 4.01% |
150,196
+1,730
|
|
||
3
NVIDIA
NVDA
$4.85T
| $34.8M | 3% |
199,436
+4,794
|
|
||
4
Chevron
CVX
$378B
| $29.2M | 2.52% |
141,088
+1,277
|
|
||
|
5
Vanguard S&P 500 ETF
VOO
$955B
| $27.6M | 2.38% |
46,212
+5,668
|
|
||
6
Apple
AAPL
$4.28T
| $26.1M | 2.25% |
102,703
-5,453
|
|
||
|
7
American Tower
AMT
$89.7B
| $25M | 2.16% |
144,775
+23,533
|
|
||
8
NextEra Energy
NEE
$178B
| $23.3M | 2.01% |
251,355
+17,437
|
|
||
9
KLA
KLAC
$279B
| $23.2M | 2% |
15,755
-1,285
|
|
||
10
JPMorgan Chase
JPM
$828B
| $21.3M | 1.84% |
72,515
+238
|
|
||
11
Amazon
AMZN
$2.56T
| $20.9M | 1.81% |
100,569
+8,747
|
|
||
12
PepsiCo
PEP
$197B
| $20.6M | 1.77% |
132,355
+3,487
|
|
||
13
Visa
V
$614B
| $20M | 1.72% |
66,047
+4,578
|
|
||
14
ASML
ASML
$668B
| $19.8M | 1.71% |
14,990
-451
|
|
||
15
Lockheed Martin
LMT
$121B
| $18.4M | 1.59% |
30,435
-1,101
|
|
||
16
Alphabet (Google) Class A
GOOGL
$4.35T
| $17.8M | 1.54% |
62,021
-73
|
|
||
17
Comcast
CMCSA
$85.6B
| $17.6M | 1.52% |
612,350
+55,844
|
|
||
18
Medtronic
MDT
$103B
| $16.7M | 1.44% |
193,062
+11,491
|
|
||
19
Northrop Grumman
NOC
$77B
| $16.3M | 1.41% |
23,960
-634
|
|
||
20
Chubb
CB
$128B
| $16.1M | 1.39% |
49,274
+3,713
|
|
||
21
iShares Core Dividend Growth ETF
DGRO
$40.3B
| $15.8M | 1.36% |
225,324
-110,027
|
|
||
22
AstraZeneca
AZN
$278B
| $15.7M | 1.35% |
79,487
-71,509
|
|
||
23
Lowe's Companies
LOW
$121B
| $15.1M | 1.3% |
63,934
+13
|
|
||
24
Costco
COST
$436B
| $14.8M | 1.28% |
14,900
+1,053
|
|
||
25
TSMC
TSM
$2.12T
| $14.8M | 1.27% |
43,720
-690
|
|