FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
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
+$23.6M
2
+$12.6M
3
+$5.2M
4
CAT icon
Caterpillar
CAT
+$5.14M
5
MPC icon
Marathon Petroleum
MPC
+$5.03M

Top Sells

1
+$7.52M
2
+$7.48M
3
+$6.94M
4
MDT icon
Medtronic
MDT
+$3.53M
5
PSX icon
Phillips 66
PSX
+$3.48M

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
251
$274K 0.03%
4,654
252
$273K 0.03%
4,693
-118
253
$273K 0.03%
+1,429
254
$272K 0.03%
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-1
255
$269K 0.03%
+773
256
$266K 0.03%
+3,478
257
$265K 0.03%
+2,382
258
$265K 0.03%
+632
259
$264K 0.03%
999
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260
$264K 0.03%
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261
$263K 0.03%
+2,949
262
$261K 0.03%
3,253
-1
263
$261K 0.03%
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264
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265
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+2,298
266
$257K 0.03%
+1,659
267
$256K 0.03%
+14,460
268
$253K 0.03%
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269
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270
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271
$251K 0.03%
6,342
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272
$248K 0.03%
+1,676
273
$247K 0.03%
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274
$243K 0.03%
+714
275
$242K 0.03%
1,001
9 10
11
12 13