FFP

FourThought Financial Partners Portfolio holdings

AUM $1.14B
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$956M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$8.01M
3
+$5.76M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.74M
5
PEP icon
PepsiCo
PEP
+$5.59M

Top Sells

1
+$20.4M
2
+$6.14M
3
+$5.45M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.67M
5
ABT icon
Abbott
ABT
+$3.81M

Sector Composition

1 Technology 24.91%
2 Financials 14.35%
3 Healthcare 10.31%
4 Industrials 6.2%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$209K 0.02%
+5,436
302
$208K 0.02%
+2,856
303
$208K 0.02%
3,594
+372
304
$204K 0.02%
+12,916
305
$201K 0.02%
+1,660
306
$201K 0.02%
843
-16
307
$200K 0.02%
701
+2
308
$199K 0.02%
13,047
309
$180K 0.02%
+10,412
310
$165K 0.02%
10,333
311
$158K 0.02%
15,713
-150
312
$125K 0.01%
12,857
313
$101K 0.01%
+10,611
314
$97.3K 0.01%
10,424
+205
315
$88.7K 0.01%
13,458
316
$15.6K ﹤0.01%
10,990
317
– –
-2,254
318
– –
-12,306
319
– –
-14,450
320
– –
-15,771
321
– –
-37,120
322
– –
-3,478
323
– –
-30,824
324
– –
-2,218
325
– –
-1,261
10 11 12
13
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