FFP

FourThought Financial Partners Portfolio holdings

AUM $1.14B
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
251
$276K 0.03%
1,080
-122
252
$274K 0.03%
3,650
+172
253
$271K 0.03%
1,677
+20
254
$270K 0.03%
1,338
+3
255
$268K 0.03%
2,506
+208
256
$266K 0.03%
1,413
+247
257
$257K 0.03%
924
-35
258
$255K 0.03%
+6,111
259
$254K 0.03%
1,071
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260
$253K 0.03%
806
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261
$252K 0.03%
4,909
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262
$251K 0.03%
2,018
-164
263
$249K 0.03%
714
264
$249K 0.03%
1,751
+123
265
$248K 0.03%
1,566
-18
266
$247K 0.03%
12,690
-1,770
267
$244K 0.03%
725
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268
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4,308
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269
$243K 0.03%
658
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270
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271
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2,204
-1,626
272
$239K 0.03%
+1,805
273
$237K 0.02%
5,733
+191
274
$237K 0.02%
1,074
-102
275
$236K 0.02%
+2,069
9 10
11
12 13