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
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
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256
$266K 0.03%
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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
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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%
+3,670
269
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270
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271
$251K 0.03%
3,171
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272
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273
$247K 0.03%
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274
$243K 0.03%
+714
275
$242K 0.03%
1,001
9 10
11
12 13