FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.33M
3
+$5.44M
4
SLDE
Slide Insurance Holdings
SLDE
+$5.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.69M

Top Sells

1
+$6.02M
2
+$4.68M
3
+$3.1M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.42M
5
AMD icon
Advanced Micro Devices
AMD
+$2.26M

Sector Composition

1 Technology 28.03%
2 Financials 13.6%
3 Healthcare 8.84%
4 Industrials 6.71%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNT icon
301
Vontier
VNT
$5.13B
$327K 0.03%
8,800
+1,256
TTGT icon
302
TechTarget
TTGT
$303M
$327K 0.03%
+60,469
ACHC icon
303
Acadia Healthcare
ACHC
$2.23B
$325K 0.03%
+22,911
WSM icon
304
Williams-Sonoma
WSM
$21.4B
$325K 0.03%
1,819
-229
ORN icon
305
Orion Group Holdings
ORN
$421M
$325K 0.03%
32,663
-7,770
SCHG icon
306
Schwab US Large-Cap Growth ETF
SCHG
$49.8B
$324K 0.03%
9,933
+2,170
AMP icon
307
Ameriprise Financial
AMP
$40.1B
$324K 0.03%
+660
SBAC icon
308
SBA Communications
SBAC
$19.5B
$323K 0.03%
1,668
-1
TER icon
309
Teradyne
TER
$44.9B
$322K 0.03%
1,663
+16
PAYC icon
310
Paycom
PAYC
$6.73B
$317K 0.03%
1,987
-112
PAYX icon
311
Paychex
PAYX
$32.9B
$316K 0.03%
2,815
+36
EXPD icon
312
Expeditors International
EXPD
$19B
$316K 0.03%
2,119
-20
NSC icon
313
Norfolk Southern
NSC
$65.4B
$316K 0.03%
1,093
+45
APO icon
314
Apollo Global Management
APO
$58B
$315K 0.03%
+2,175
ADM icon
315
Archer Daniels Midland
ADM
$34.9B
$315K 0.03%
5,476
-7
THC icon
316
Tenet Healthcare
THC
$19.5B
$313K 0.03%
1,576
+1
RELY icon
317
Remitly
RELY
$3.27B
$313K 0.03%
+22,664
ATKR icon
318
Atkore
ATKR
$1.92B
$310K 0.03%
4,907
PFG icon
319
Principal Financial Group
PFG
$18.7B
$307K 0.03%
3,485
+2
CNNE icon
320
Cannae Holdings
CNNE
$525M
$307K 0.03%
+19,532
SFBS icon
321
ServisFirst Bancshares
SFBS
$3.93B
$306K 0.03%
+4,269
SKYT icon
322
SkyWater Technology
SKYT
$1.33B
$306K 0.03%
16,871
+79
OKE icon
323
Oneok
OKE
$53.5B
$306K 0.03%
4,168
-142
RPM icon
324
RPM International
RPM
$12.8B
$306K 0.03%
2,942
-3
ADAM
325
Adamas Trust
ADAM
$716M
$305K 0.03%
41,787
-3,225
11 12
13
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