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
$690M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.3M
3
+$17.2M
4
NEE icon
NextEra Energy
NEE
+$15.9M
5
BLK icon
Blackrock
BLK
+$15.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.86%
2 Healthcare 11.52%
3 Financials 10.7%
4 Consumer Discretionary 7.74%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$251K 0.04%
+1,645
277
$249K 0.04%
+9,652
278
$243K 0.04%
+4,270
279
$243K 0.04%
+645
280
$234K 0.03%
+1,414
281
$233K 0.03%
+1,577
282
$233K 0.03%
+13,086
283
$230K 0.03%
+1,387
284
$229K 0.03%
+1,630
285
$228K 0.03%
+1,439
286
$227K 0.03%
+4,445
287
$227K 0.03%
+881
288
$227K 0.03%
+9,853
289
$226K 0.03%
+1,443
290
$225K 0.03%
+2,500
291
$223K 0.03%
+10,750
292
$220K 0.03%
+109
293
$216K 0.03%
+8,445
294
$216K 0.03%
+2,303
295
$214K 0.03%
+1,356
296
$211K 0.03%
+4,050
297
$211K 0.03%
+757
298
$209K 0.03%
+3,049
299
$209K 0.03%
+5,088
300
$208K 0.03%
+4,630
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