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FFP

FourThought Financial Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 26.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.16M
3
+$4.68M
4
AMT icon
American Tower
AMT
+$4.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.54M

Top Sells

1
+$11.6M
2
+$8.32M
3
+$7.89M
4
NXPI icon
NXP Semiconductors
NXPI
+$4.46M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 25.93%
2 Financials 12.65%
3 Healthcare 8.69%
4 Industrials 7.06%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTUM icon
301
iShares MSCI USA Momentum Factor ETF
MTUM
$26.7B
$253K 0.02%
1,056
CE icon
302
Celanese
CE
$5.67B
$253K 0.02%
+3,848
LITE icon
303
Lumentum
LITE
$69.2B
$253K 0.02%
360
-229
SBAC icon
304
SBA Communications
SBAC
$21.6B
$253K 0.02%
1,469
-199
HOMB icon
305
Home BancShares
HOMB
$5.61B
$251K 0.02%
+9,302
FORM icon
306
FormFactor
FORM
$10.2B
$249K 0.02%
+2,567
UMC icon
307
United Microelectronic
UMC
$51.9B
$248K 0.02%
27,626
-3,731
AMX icon
308
America Movil
AMX
$83.1B
$248K 0.02%
9,720
-49
ALGT icon
309
Allegiant Air
ALGT
$2.31B
$247K 0.02%
3,044
-414
CMI icon
310
Cummins
CMI
$90.5B
$246K 0.02%
458
-42
BIV icon
311
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$246K 0.02%
3,188
-5,754
INTC icon
312
Intel
INTC
$588B
$244K 0.02%
5,529
-63
RBC icon
313
RBC Bearings
RBC
$19.2B
$244K 0.02%
+449
GTES icon
314
Gates Industrial
GTES
$6.82B
$243K 0.02%
10,748
+604
WSM icon
315
Williams-Sonoma
WSM
$25.8B
$242K 0.02%
1,326
-493
KD icon
316
Kyndryl
KD
$2.48B
$242K 0.02%
+18,420
XLK icon
317
State Street Technology Select Sector SPDR ETF
XLK
$119B
$241K 0.02%
1,817
-100
GOLD
318
Gold.com Inc
GOLD
$1.26B
$241K 0.02%
6,012
SBUX icon
319
Starbucks
SBUX
$117B
$241K 0.02%
+2,686
SYY icon
320
Sysco
SYY
$38.1B
$239K 0.02%
3,353
+131
IGSB icon
321
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$238K 0.02%
4,531
TRV icon
322
Travelers Companies
TRV
$64.6B
$238K 0.02%
816
-120
BHE icon
323
Benchmark Electronics
BHE
$3.19B
$236K 0.02%
+4,213
VIS icon
324
Vanguard Industrials ETF
VIS
$7.83B
$235K 0.02%
753
ONTO icon
325
Onto Innovation
ONTO
$15.1B
$235K 0.02%
1,146
-1,031
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