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
$1.01B
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$3.46M
3
+$3.1M
4
AZN icon
AstraZeneca
AZN
+$2.92M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.05M

Top Sells

1
+$13.5M
2
+$7.84M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$4.52M
5
BLK icon
Blackrock
BLK
+$4.1M

Sector Composition

1 Technology 29.51%
2 Financials 13.73%
3 Healthcare 9.26%
4 Industrials 6.26%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNT icon
276
Vontier
VNT
$5.18B
$222K 0.02%
+6,003
SHEL icon
277
Shell
SHEL
$217B
$221K 0.02%
3,134
+130
THG icon
278
Hanover Insurance
THG
$6.48B
$221K 0.02%
1,299
-360
SHW icon
279
Sherwin-Williams
SHW
$82.5B
$221K 0.02%
642
-72
HMN icon
280
Horace Mann Educators
HMN
$1.88B
$220K 0.02%
5,114
+5
IBDS icon
281
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$215K 0.02%
+8,871
BRO icon
282
Brown & Brown
BRO
$27.6B
$214K 0.02%
1,932
-86
ISRG icon
283
Intuitive Surgical
ISRG
$197B
$213K 0.02%
+392
INGR icon
284
Ingredion
INGR
$6.83B
$212K 0.02%
1,561
-64
POOL icon
285
Pool Corp
POOL
$9.05B
$211K 0.02%
725
+1
NVST icon
286
Envista
NVST
$3.22B
$211K 0.02%
10,811
+399
VIS icon
287
Vanguard Industrials ETF
VIS
$6.23B
$211K 0.02%
+753
COLB icon
288
Columbia Banking Systems
COLB
$8.06B
$208K 0.02%
8,878
-317
MAR icon
289
Marriott International
MAR
$76.9B
$207K 0.02%
759
-84
BABA icon
290
Alibaba
BABA
$365B
$205K 0.02%
1,806
+1
VEA icon
291
Vanguard FTSE Developed Markets ETF
VEA
$180B
$202K 0.02%
+3,551
AIR icon
292
AAR Corp
AIR
$3.22B
$202K 0.02%
+2,941
TWLO icon
293
Twilio
TWLO
$19.1B
$200K 0.02%
+1,610
BSET icon
294
Bassett Furniture
BSET
$127M
$198K 0.02%
13,047
KEY icon
295
KeyCorp
KEY
$19.2B
$180K 0.02%
10,333
F icon
296
Ford
F
$52.8B
$169K 0.02%
15,609
-104
HLN icon
297
Haleon
HLN
$42.7B
$121K 0.01%
+11,621
AMCR icon
298
Amcor
AMCR
$19.6B
$118K 0.01%
12,857
BCX icon
299
BlackRock Resources & Commodities Strategy Trust
BCX
$769M
$98.6K 0.01%
10,429
+5
AEG icon
300
Aegon
AEG
$12.3B
$97.4K 0.01%
13,458
10 11
12
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