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
$963M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$11.7M
3
+$5.42M
4
CAT icon
Caterpillar
CAT
+$4.81M
5
CPK icon
Chesapeake Utilities
CPK
+$4.63M

Top Sells

1
+$7.48M
2
+$7.07M
3
+$6.27M
4
ALGN icon
Align Technology
ALGN
+$3.34M
5
CRM icon
Salesforce
CRM
+$3.25M

Sector Composition

1 Technology 27.29%
2 Financials 13.07%
3 Healthcare 10.13%
4 Industrials 6.42%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$211K 0.02%
+3,222
302
$209K 0.02%
+899
303
$207K 0.02%
1,261
-178
304
$203K 0.02%
+737
305
$202K 0.02%
+1,603
306
$201K 0.02%
5,542
-167
307
$201K 0.02%
+10,067
308
$180K 0.02%
+13,047
309
$177K 0.02%
+10,333
310
$168K 0.02%
+32,644
311
$157K 0.02%
+15,863
312
$121K 0.01%
+12,857
313
$87.3K 0.01%
10,219
-580
314
$79.3K 0.01%
+13,458
315
$30.9K ﹤0.01%
14,450
-1
316
$17.8K ﹤0.01%
+10,990
317
– –
-13,146
318
– –
-7,230
319
– –
-680
320
– –
-5,957
321
– –
-11,440
322
– –
-946
323
– –
-46,665
324
– –
-550
325
– –
-75,714
10 11 12
13
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