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
$761M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.24M
3
+$1.21M
4
CCI icon
Crown Castle
CCI
+$1.08M
5
NOW icon
ServiceNow
NOW
+$1.02M

Top Sells

1
+$4.41M
2
+$2.98M
3
+$2.38M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.54M

Sector Composition

1 Technology 28.99%
2 Healthcare 12.01%
3 Financials 9.35%
4 Consumer Discretionary 7.77%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$223K 0.03%
+2,869
302
$222K 0.03%
1,675
-69
303
$222K 0.03%
2,628
-401
304
$221K 0.03%
755
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305
$218K 0.03%
+4,778
306
$214K 0.03%
2,999
-51
307
$214K 0.03%
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308
$212K 0.03%
+6,276
309
$210K 0.03%
+4,117
310
$209K 0.03%
+4,922
311
$207K 0.03%
4,472
-342
312
$206K 0.03%
4,382
-1,601
313
$202K 0.03%
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314
$192K 0.03%
24,579
-5,406
315
$186K 0.02%
+11,112
316
$169K 0.02%
25,153
-11,990
317
$163K 0.02%
11,542
318
$139K 0.02%
13,721
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319
$128K 0.02%
12,857
320
$115K 0.02%
11,745
-6,320
321
$95.5K 0.01%
10,333
322
$68.2K 0.01%
13,458
323
$65.6K 0.01%
46,500
-85
324
$57.5K 0.01%
30,427
-19,160
325
$41.7K 0.01%
10,005
-1,239
10 11 12
13
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