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
251
$290K 0.04%
+9,056
252
$288K 0.04%
+6,231
253
$288K 0.04%
+3,657
254
$288K 0.04%
+36,862
255
$287K 0.04%
+2,794
256
$286K 0.04%
+1,359
257
$285K 0.04%
+5,767
258
$283K 0.04%
+1,381
259
$282K 0.04%
+3,781
260
$282K 0.04%
+8,063
261
$282K 0.04%
+1,285
262
$282K 0.04%
+9,950
263
$281K 0.04%
+5,801
264
$275K 0.04%
+1,066
265
$275K 0.04%
+1,633
266
$270K 0.04%
+4,367
267
$269K 0.04%
+6,733
268
$264K 0.04%
+3,223
269
$259K 0.04%
+4,221
270
$258K 0.04%
+2,502
271
$257K 0.04%
+1,983
272
$256K 0.04%
+6,366
273
$255K 0.04%
+3,820
274
$255K 0.04%
+3,325
275
$252K 0.04%
+12,406
9 10
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