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
$716M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.69M
3
+$2.46M
4
PYPL icon
PayPal
PYPL
+$2.46M
5
TSCO icon
Tractor Supply
TSCO
+$1.87M

Top Sells

1
+$4.91M
2
+$3.9M
3
+$2.28M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.85M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.81M

Sector Composition

1 Technology 28.78%
2 Healthcare 12.14%
3 Financials 9.85%
4 Consumer Discretionary 7.96%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$264K 0.04%
+2,632
252
$264K 0.04%
3,505
-787
253
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2,278
-176
254
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-222
255
$261K 0.04%
10,750
256
$261K 0.04%
1,923
+1
257
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3,492
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258
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259
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260
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261
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262
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263
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264
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265
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267
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29,467
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270
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271
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940
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272
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3,082
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273
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1,126
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274
$239K 0.03%
2,432
-180
275
$238K 0.03%
19,134
+1,890
9 10
11
12 13