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
276
$235K 0.02%
2,681
+256
277
$235K 0.02%
2,382
278
$234K 0.02%
+3,072
279
$233K 0.02%
+891
280
$232K 0.02%
1,294
-117
281
$231K 0.02%
3,525
+139
282
$231K 0.02%
724
+1
283
$229K 0.02%
9,195
+234
284
$229K 0.02%
1,983
+307
285
$226K 0.02%
1,567
+138
286
$224K 0.02%
3,015
287
$223K 0.02%
+1,457
288
$222K 0.02%
7,994
+1,528
289
$222K 0.02%
6,725
+133
290
$220K 0.02%
+3,004
291
$220K 0.02%
1,625
-201
292
$220K 0.02%
+830
293
$218K 0.02%
+5,109
294
$216K 0.02%
3,569
-101
295
$214K 0.02%
7,464
296
$213K 0.02%
1,055
+1
297
$213K 0.02%
+2,027
298
$212K 0.02%
4,426
299
$212K 0.02%
+1,049
300
$210K 0.02%
5,615
-351
10 11
12
13 14