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

Top Buys

1
+$4.58M
2
+$4.4M
3
+$3.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.71M
5
META icon
Meta Platforms (Facebook)
META
+$2.11M

Top Sells

1
+$18.9M
2
+$13.5M
3
+$7.25M
4
ADSK icon
Autodesk
ADSK
+$5.37M
5
QCOM icon
Qualcomm
QCOM
+$5.05M

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
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-8,051
327
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-1,588
328
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-5,555
329
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-611
330
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-1,413
331
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-1,530
332
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-8,529
333
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-3,086
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