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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
$777M
AUM Growth
-$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.23M
3
+$3.12M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.69M
5
CVX icon
Chevron
CVX
+$2.12M

Top Sells

1
+$18.9M
2
+$13.5M
3
+$7.25M
4
ADSK icon
Autodesk
ADSK
+$5.37M
5
CAT icon
Caterpillar
CAT
+$4.85M

Sector Composition

1 Technology 32.96%
2 Healthcare 11.19%
3 Financials 10.29%
4 Consumer Discretionary 6.96%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-1,588
327
– –
-5,555
328
– –
-611
329
– –
-1,413
330
– –
-8,529
331
– –
-3,086
332
– –
-1,061
333
– –
-3,443
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