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
$729M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.58M
3
+$2.98M
4
JPM icon
JPMorgan Chase
JPM
+$1.95M
5
MSFT icon
Microsoft
MSFT
+$1.66M

Top Sells

1
+$6.4M
2
+$3.8M
3
+$3.35M
4
T icon
AT&T
T
+$2.27M
5
DIS icon
Walt Disney
DIS
+$1.84M

Sector Composition

1 Technology 27.25%
2 Healthcare 12.19%
3 Financials 9.4%
4 Consumer Discretionary 7.71%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$252K 0.03%
10,750
277
$251K 0.03%
2,408
-386
278
$249K 0.03%
1,744
-239
279
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280
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1,254
-206
281
$244K 0.03%
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282
$243K 0.03%
3,179
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283
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29,985
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284
$240K 0.03%
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285
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1,429
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286
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287
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288
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289
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290
$228K 0.03%
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291
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292
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293
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294
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295
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296
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297
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11,871
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298
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299
$213K 0.03%
+1,173
300
$210K 0.03%
6,002
-3,449
10 11
12
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