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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
$729M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.64M
3
+$3.03M
4
JPM icon
JPMorgan Chase
JPM
+$2.05M
5
MSFT icon
Microsoft
MSFT
+$1.47M

Top Sells

1
+$6.43M
2
+$4M
3
+$3M
4
T icon
AT&T
T
+$2.25M
5
DIS icon
Walt Disney
DIS
+$1.86M

Sector Composition

1 Technology 27.25%
2 Healthcare 12.19%
3 Financials 9.4%
4 Consumer Discretionary 7.71%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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-90,008
327
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-2,121
328
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-4,445
329
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-1,359
330
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-3,151
331
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-1,176
332
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-3,373
333
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-1,356
334
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-1,439
335
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-8,445
336
– –
-2,303
337
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-86,694
338
– –
-9,056
339
– –
-1,645
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