FFP

FourThought Financial Partners Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.99%
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.3M
3
+$17.2M
4
NEE icon
NextEra Energy
NEE
+$15.9M
5
BLK icon
Blackrock
BLK
+$15.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.86%
2 Healthcare 11.52%
3 Financials 10.7%
4 Consumer Discretionary 7.74%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$363K 0.05%
+15,113
227
$360K 0.05%
+2,121
228
$358K 0.05%
+1,766
229
$357K 0.05%
+5,822
230
$355K 0.05%
+2,043
231
$353K 0.05%
+4,211
232
$351K 0.05%
+3,956
233
$346K 0.05%
+1,055
234
$344K 0.05%
+4,108
235
$344K 0.05%
+1,353
236
$338K 0.05%
+1,383
237
$327K 0.05%
+12,377
238
$324K 0.05%
+1,366
239
$318K 0.05%
+974
240
$316K 0.05%
+2,379
241
$314K 0.05%
+2,709
242
$311K 0.05%
+5,079
243
$306K 0.04%
+596
244
$304K 0.04%
+1,460
245
$301K 0.04%
+9,451
246
$297K 0.04%
+10,716
247
$297K 0.04%
+1,953
248
$296K 0.04%
+1,203
249
$293K 0.04%
+2,995
250
$293K 0.04%
+2,015
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