FFP

FourThought Financial Partners Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.99%
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.3M
3
+$17.2M
4
NEE icon
NextEra Energy
NEE
+$15.9M
5
BLK icon
Blackrock
BLK
+$15.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.86%
2 Healthcare 11.52%
3 Financials 10.7%
4 Consumer Discretionary 7.74%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$206K 0.03%
+1,176
302
$205K 0.03%
+730
303
$205K 0.03%
+3,373
304
$205K 0.03%
+3,478
305
$203K 0.03%
+1,504
306
$203K 0.03%
+4,840
307
$202K 0.03%
+11,585
308
$202K 0.03%
+3,151
309
$201K 0.03%
+25,770
310
$192K 0.03%
+10,686
311
$189K 0.03%
+10,367
312
$185K 0.03%
+20,080
313
$173K 0.03%
+24,242
314
$161K 0.02%
+13,844
315
$159K 0.02%
+16,723
316
$153K 0.02%
+12,857
317
$136K 0.02%
+11,542
318
$113K 0.02%
+11,699
319
$104K 0.02%
+70,000
320
$95.6K 0.01%
+54,303
321
$86.6K 0.01%
+51,545
322
$67.8K 0.01%
+13,458
323
$46.8K 0.01%
+12,408
324
$25.3K ﹤0.01%
+11,244
325
$5.99K ﹤0.01%
+1,303
9 10 11 12
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