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
$956M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1 +$8.34M
2 +$8.01M
3 +$5.76M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.74M
5
PEP icon
PepsiCo
PEP
+$5.59M

Top Sells

1 +$20.4M
2 +$6.14M
3 +$5.45M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.67M
5
ABT icon
Abbott
ABT
+$3.81M

Sector Composition

1 Technology 24.91%
2 Financials 14.35%
3 Healthcare 10.31%
4 Industrials 6.2%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KN icon
326
Knowles
KN
$2.04B
-10,067
MWA icon
327
Mueller Water Products
MWA
$4.05B
-10,049
NKE icon
328
Nike
NKE
$102B
-4,388
RRX icon
329
Regal Rexnord
RRX
$9.78B
-1,407
SCHG icon
330
Schwab US Large-Cap Growth ETF
SCHG
$53B
-7,760
UPS icon
331
United Parcel Service
UPS
$73.9B
-1,603
VRSK icon
332
Verisk Analytics
VRSK
$32.8B
-737
WRBY icon
333
Warby Parker
WRBY
$2.59B
-39,288
XLK icon
334
Technology Select Sector SPDR Fund
XLK
$96.5B
-899
GEV icon
335
GE Vernova
GEV
$159B
-646
VRN
336
DELISTED
Veren
VRN
-32,644