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
$761M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.24M
3
+$1.21M
4
CCI icon
Crown Castle
CCI
+$1.08M
5
NOW icon
ServiceNow
NOW
+$1.02M

Top Sells

1
+$4.41M
2
+$2.98M
3
+$2.38M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.54M

Sector Composition

1 Technology 28.99%
2 Healthcare 12.01%
3 Financials 9.35%
4 Consumer Discretionary 7.77%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$256K 0.03%
+3,244
277
$256K 0.03%
+17,046
278
$255K 0.03%
1,867
-546
279
$250K 0.03%
+3,590
280
$248K 0.03%
+4,757
281
$247K 0.03%
13,123
-4,672
282
$246K 0.03%
10,428
-2,709
283
$243K 0.03%
2,087
-417
284
$241K 0.03%
1,231
-23
285
$241K 0.03%
5,052
-20
286
$240K 0.03%
10,367
-464
287
$238K 0.03%
+624
288
$238K 0.03%
685
289
$237K 0.03%
2,118
-570
290
$237K 0.03%
4,381
-1,125
291
$236K 0.03%
5,345
+450
292
$236K 0.03%
833
293
$236K 0.03%
2,500
294
$236K 0.03%
4,728
+507
295
$234K 0.03%
1,164
-194
296
$233K 0.03%
7,012
+73
297
$231K 0.03%
6,559
-1,230
298
$231K 0.03%
2,409
+264
299
$226K 0.03%
3,181
-238
300
$224K 0.03%
10,367
10 11
12
13 14