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
$761M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.24M
3
+$1.21M
4
CCI icon
Crown Castle
CCI
+$1.08M
5
NOW icon
ServiceNow
NOW
+$1.02M

Top Sells

1
+$4.41M
2
+$2.98M
3
+$2.38M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.54M

Sector Composition

1 Technology 28.99%
2 Healthcare 12.01%
3 Financials 9.35%
4 Consumer Discretionary 7.77%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12.9K ﹤0.01%
10,781
-1,627
327
$7.95K ﹤0.01%
1,303
328
– –
-1,376
329
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-1,173
330
– –
-1,198
331
– –
-1,055
332
– –
-65,882
333
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-1,906
334
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-20,950
335
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-65,930
336
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-2,657
337
– –
-24,895
338
– –
-992
339
– –
-1,601
340
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-11,871
341
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-5,039
342
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-21,331
343
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-15,863
344
– –
-6,002
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