FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$777M
AUM Growth
-$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.4M
3
+$3.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.71M
5
META icon
Meta Platforms (Facebook)
META
+$2.11M

Top Sells

1
+$18.9M
2
+$13.5M
3
+$7.25M
4
ADSK icon
Autodesk
ADSK
+$5.37M
5
QCOM icon
Qualcomm
QCOM
+$5.05M

Sector Composition

1 Technology 32.96%
2 Healthcare 11.19%
3 Financials 10.29%
4 Consumer Discretionary 6.96%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-10,504
227
– –
-12,333
228
– –
-436
229
– –
-10,524
230
– –
-7,750
231
– –
-732
232
– –
-2,211
233
– –
-4,028
234
– –
-1,924
235
– –
-704
236
– –
-6,461
237
– –
-1,508
238
– –
-1,526
239
– –
-3,554
240
– –
-8,346
241
– –
-35,993
242
– –
-5,442
243
– –
-9,983
244
– –
-1,756
245
– –
-11,143
246
– –
-9,840
247
– –
-34,563
248
– –
-2,500
249
– –
-10,990
250
– –
-1,528
8 9
10
11 12