FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$777M
AUM Growth
-$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.23M
3
+$3.12M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.69M
5
CVX icon
Chevron
CVX
+$2.12M

Top Sells

1
+$18.9M
2
+$13.5M
3
+$7.25M
4
ADSK icon
Autodesk
ADSK
+$5.37M
5
CAT icon
Caterpillar
CAT
+$4.85M

Sector Composition

1 Technology 32.96%
2 Healthcare 11.19%
3 Financials 10.29%
4 Consumer Discretionary 6.96%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-1,296
277
– –
-2,014
278
– –
-794
279
– –
-5,873
280
– –
-2,428
281
– –
-688
282
– –
-1,499
283
– –
-1,274
284
– –
-1,467
285
– –
-2,389
286
– –
-8,051
287
– –
-1,588
288
– –
-5,555
289
– –
-611
290
– –
-1,413
291
– –
-1,471
292
– –
-6,508
293
– –
-1,737
294
– –
-11,345
295
– –
-719
296
– –
-2,214
297
– –
-4,622
298
– –
-4,597
299
– –
-1,272
300
– –
-626
10 11
12
13 14