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
$729M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.58M
3
+$2.98M
4
JPM icon
JPMorgan Chase
JPM
+$1.95M
5
MSFT icon
Microsoft
MSFT
+$1.66M

Top Sells

1
+$6.4M
2
+$3.8M
3
+$3.35M
4
T icon
AT&T
T
+$2.27M
5
DIS icon
Walt Disney
DIS
+$1.84M

Sector Composition

1 Technology 27.25%
2 Healthcare 12.19%
3 Financials 9.4%
4 Consumer Discretionary 7.71%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$210K 0.03%
685
-72
302
$208K 0.03%
+992
303
$208K 0.03%
+833
304
$206K 0.03%
1,601
+97
305
$205K 0.03%
+2,145
306
$202K 0.03%
+2,657
307
$201K 0.03%
24,895
-875
308
$201K 0.03%
5,072
-16
309
$180K 0.02%
70,000
310
$172K 0.02%
18,065
-2,015
311
$164K 0.02%
13,044
-800
312
$146K 0.02%
12,857
313
$144K 0.02%
11,542
314
$129K 0.02%
10,333
-1,252
315
$116K 0.02%
11,699
316
$93.7K 0.01%
49,587
-4,716
317
$57.9K 0.01%
13,458
318
$57.3K 0.01%
46,585
-4,960
319
$47K 0.01%
11,244
320
$18.9K ﹤0.01%
12,408
321
$6.02K ﹤0.01%
1,303
322
– –
-1,645
323
– –
-4,270
324
– –
-4,367
325
– –
-3,820
10 11 12
13
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