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
$956M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$8.01M
3
+$5.76M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.74M
5
PEP icon
PepsiCo
PEP
+$5.59M

Top Sells

1
+$20.4M
2
+$6.14M
3
+$5.45M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.67M
5
ABT icon
Abbott
ABT
+$3.81M

Sector Composition

1 Technology 24.91%
2 Financials 14.35%
3 Healthcare 10.31%
4 Industrials 6.2%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWO icon
251
iShares Russell 2000 Growth ETF
IWO
$13.4B
$276K 0.03%
1,080
-122
SYY icon
252
Sysco
SYY
$37B
$274K 0.03%
3,650
+172
HLI icon
253
Houlihan Lokey
HLI
$14B
$271K 0.03%
1,677
+20
CEG icon
254
Constellation Energy
CEG
$122B
$270K 0.03%
1,338
+3
UFPI icon
255
UFP Industries
UFPI
$5.38B
$268K 0.03%
2,506
+208
IWD icon
256
iShares Russell 1000 Value ETF
IWD
$65.5B
$266K 0.03%
1,413
+247
COR icon
257
Cencora
COR
$64.5B
$257K 0.03%
924
-35
CNO icon
258
CNO Financial Group
CNO
$3.89B
$255K 0.03%
+6,111
NSC icon
259
Norfolk Southern
NSC
$62.9B
$254K 0.03%
1,071
+71
CMI icon
260
Cummins
CMI
$58.1B
$253K 0.03%
806
+33
CXT icon
261
Crane NXT
CXT
$3.79B
$252K 0.03%
4,909
+216
BRO icon
262
Brown & Brown
BRO
$29B
$251K 0.03%
2,018
-164
SHW icon
263
Sherwin-Williams
SHW
$83.3B
$249K 0.03%
714
KMB icon
264
Kimberly-Clark
KMB
$39.5B
$249K 0.03%
1,751
+123
WSM icon
265
Williams-Sonoma
WSM
$23B
$248K 0.03%
1,566
-18
MAT icon
266
Mattel
MAT
$5.94B
$247K 0.03%
12,690
-1,770
TT icon
267
Trane Technologies
TT
$94.8B
$244K 0.03%
725
+21
CPRT icon
268
Copart
CPRT
$43.2B
$244K 0.03%
4,308
-293
WAT icon
269
Waters Corp
WAT
$21.4B
$243K 0.03%
658
+32
AJG icon
270
Arthur J. Gallagher & Co
AJG
$72B
$242K 0.03%
+701
PPG icon
271
PPG Industries
PPG
$23.4B
$241K 0.03%
2,204
-1,626
BABA icon
272
Alibaba
BABA
$405B
$239K 0.03%
+1,805
BTI icon
273
British American Tobacco
BTI
$113B
$237K 0.02%
5,733
+191
FI icon
274
Fiserv
FI
$68B
$237K 0.02%
1,074
-102
MHO icon
275
M/I Homes
MHO
$3.43B
$236K 0.02%
+2,069
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