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FFP

FourThought Financial Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 26.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.16M
3
+$4.68M
4
AMT icon
American Tower
AMT
+$4.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.54M

Top Sells

1
+$11.6M
2
+$8.32M
3
+$7.89M
4
NXPI icon
NXP Semiconductors
NXPI
+$4.46M
5
SCHD icon
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
PAYX icon
251
Paychex
PAYX
$36B
$323K 0.03%
3,504
+689
LZB icon
252
La-Z-Boy
LZB
$1.57B
$322K 0.03%
10,032
-301
RPD icon
253
Rapid7
RPD
$483M
$322K 0.03%
+58,484
VRTX icon
254
Vertex Pharmaceuticals
VRTX
$113B
$317K 0.03%
710
-38
AVNT icon
255
Avient
AVNT
$3.31B
$316K 0.03%
8,707
+275
VSTS icon
256
Vestis
VSTS
$1.74B
$316K 0.03%
40,157
-39,070
IOT icon
257
Samsara
IOT
$18.9B
$313K 0.03%
+9,887
KMB icon
258
Kimberly-Clark
KMB
$33.9B
$313K 0.03%
3,247
+627
ANGI icon
259
Angi Inc
ANGI
$224M
$313K 0.03%
45,654
+18,897
VNT icon
260
Vontier
VNT
$4B
$307K 0.03%
8,652
-148
MNST icon
261
Monster Beverage
MNST
$90B
$305K 0.03%
4,205
+634
RPM icon
262
RPM International
RPM
$13.7B
$305K 0.03%
3,065
+123
HE icon
263
Hawaiian Electric Industries
HE
$2.27B
$302K 0.03%
20,381
+544
AMCR icon
264
Amcor
AMCR
$18.2B
$300K 0.03%
+7,546
VTV icon
265
Vanguard Value ETF
VTV
$181B
$299K 0.03%
1,522
AAOI icon
266
Applied Optoelectronics
AAOI
$13.5B
$299K 0.03%
3,530
-7,009
TGT icon
267
Target
TGT
$59.7B
$293K 0.03%
2,420
-94
ISBA
268
Isabella Bank
ISBA
$308M
$292K 0.03%
6,392
-1,000
NHC icon
269
National Healthcare
NHC
$3.06B
$290K 0.03%
1,819
+60
AMRC icon
270
Ameresco
AMRC
$1.43B
$290K 0.03%
11,381
-5,886
SON icon
271
Sonoco
SON
$4.9B
$289K 0.02%
5,343
-2,292
MCO icon
272
Moody's
MCO
$77.7B
$289K 0.02%
662
-122
AXP icon
273
American Express
AXP
$216B
$287K 0.02%
950
+4
NSC icon
274
Norfolk Southern
NSC
$69.7B
$286K 0.02%
996
-97
SSRM icon
275
SSR Mining
SSRM
$5.35B
$284K 0.02%
+9,674
9 10
11
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