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FFP

FourThought Financial Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 26.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.16M
3
+$4.68M
4
AMT icon
American Tower
AMT
+$4.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.54M

Top Sells

1
+$11.6M
2
+$8.32M
3
+$7.89M
4
NXPI icon
NXP Semiconductors
NXPI
+$4.46M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 25.93%
2 Financials 12.65%
3 Healthcare 8.69%
4 Industrials 7.06%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GWW icon
326
W.W. Grainger
GWW
$62B
$235K 0.02%
215
-16
ADSK icon
327
Autodesk
ADSK
$43.4B
$234K 0.02%
976
+115
VRSK icon
328
Verisk Analytics
VRSK
$23.8B
$231K 0.02%
+1,220
WSO icon
329
Watsco Inc
WSO
$15.8B
$231K 0.02%
635
+25
CR icon
330
Crane Co
CR
$11.8B
$229K 0.02%
1,340
-151
ROK icon
331
Rockwell Automation
ROK
$50.9B
$229K 0.02%
637
-788
LDOS icon
332
Leidos
LDOS
$15.4B
$228K 0.02%
1,468
+271
CRH icon
333
CRH
CRH
$70B
$228K 0.02%
2,166
-613
SPOT icon
334
Spotify
SPOT
$99.9B
$227K 0.02%
+469
DGII icon
335
Digi International
DGII
$2.58B
$227K 0.02%
4,707
COCO icon
336
Vita Coco
COCO
$4.49B
$227K 0.02%
4,729
SCHG icon
337
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$226K 0.02%
7,763
-2,170
TFPM icon
338
Triple Flag Precious Metals
TFPM
$5.78B
$224K 0.02%
6,442
-2,250
FRMI
339
Fermi Inc
FRMI
$4.43B
$223K 0.02%
+38,234
RRX icon
340
Regal Rexnord
RRX
$14.1B
$222K 0.02%
+1,188
CIEN icon
341
Ciena
CIEN
$63B
$221K 0.02%
+570
WDAY icon
342
Workday
WDAY
$32.2B
$221K 0.02%
+1,703
KLAR
343
Klarna Group
KLAR
$6.2B
$218K 0.02%
+16,671
LION icon
344
Lionsgate Studios
LION
$4.05B
$218K 0.02%
22,689
-80,704
UBER icon
345
Uber
UBER
$142B
$216K 0.02%
3,009
+64
BCC icon
346
Boise Cascade
BCC
$2.49B
$215K 0.02%
2,839
-619
BLSH
347
Bullish
BLSH
$4.17B
$215K 0.02%
+6,025
CSL icon
348
Carlisle Companies
CSL
$13.8B
$215K 0.02%
645
-165
PHIN icon
349
Phinia Inc
PHIN
$3.03B
$215K 0.02%
+3,144
ICE icon
350
Intercontinental Exchange
ICE
$78.6B
$215K 0.02%
1,366
+24
12 13
14
15 16