FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
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
+$2.68M
2
+$1.23M
3
+$1.22M
4
CCI icon
Crown Castle
CCI
+$1.13M
5
NOW icon
ServiceNow
NOW
+$910K

Top Sells

1
+$3.46M
2
+$2.68M
3
+$2.32M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.97M
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
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329
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330
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331
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332
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333
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334
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335
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336
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337
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338
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339
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340
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341
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342
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-5,039
343
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-6,002
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