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
$963M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$11.7M
3
+$5.42M
4
CAT icon
Caterpillar
CAT
+$4.81M
5
CPK icon
Chesapeake Utilities
CPK
+$4.63M

Top Sells

1
+$7.48M
2
+$7.07M
3
+$6.27M
4
ALGN icon
Align Technology
ALGN
+$3.34M
5
CRM icon
Salesforce
CRM
+$3.25M

Sector Composition

1 Technology 27.29%
2 Financials 13.07%
3 Healthcare 10.13%
4 Industrials 6.42%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$360K 0.04%
8,612
-107
227
$354K 0.04%
+961
228
$346K 0.04%
1,202
-96
229
$345K 0.04%
+10,761
230
$344K 0.04%
7,130
-461
231
$342K 0.04%
+722
232
$341K 0.04%
+4,667
233
$336K 0.03%
+6,980
234
$336K 0.03%
+1,579
235
$332K 0.03%
+4,388
236
$323K 0.03%
+7,617
237
$308K 0.03%
+2,964
238
$305K 0.03%
+15,190
239
$304K 0.03%
+2,037
240
$302K 0.03%
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-12
241
$299K 0.03%
+1,335
242
$293K 0.03%
+1,584
243
$293K 0.03%
+3,171
244
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+1,594
245
$289K 0.03%
+2,904
246
$288K 0.03%
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-49
247
$285K 0.03%
+602
248
$283K 0.03%
40,957
-1,165
249
$281K 0.03%
+2,425
250
$279K 0.03%
+692
8 9
10
11 12