FFP
FourThought Financial Partners Portfolio holdings
AUM
$1.01B
This Quarter Return
-3.46%
1 Year Return
+20.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$716M
AUM Growth
+$716M
(-5.9%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-1.88%
Top 10 Holdings %
Top 10 Hldgs %
24.34%
Holding
339
New
9
Increased
108
Reduced
162
Closed
28
Top Buys
| 1 |
American Tower
AMT
|
$3.34M |
| 2 |
NextEra Energy, Inc.
NEE
|
$2.69M |
| 3 |
Honeywell
HON
|
$2.46M |
| 4 |
PayPal
PYPL
|
$2.46M |
| 5 |
Tractor Supply
TSCO
|
$1.87M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$4.91M |
| 2 |
Meta Platforms (Facebook)
META
|
$3.9M |
| 3 |
Generac Holdings
GNRC
|
$2.28M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.85M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.81M |
Sector Composition
| 1 | Technology | 28.78% |
| 2 | Healthcare | 12.14% |
| 3 | Financials | 9.85% |
| 4 | Consumer Discretionary | 7.96% |
| 5 | Industrials | 6.86% |
