FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.33M
3
+$5.44M
4
SLDE
Slide Insurance Holdings
SLDE
+$5.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.69M

Top Sells

1
+$6.02M
2
+$4.68M
3
+$3.1M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.42M
5
AMD icon
Advanced Micro Devices
AMD
+$2.26M

Sector Composition

1 Technology 28.03%
2 Financials 13.6%
3 Healthcare 8.84%
4 Industrials 6.71%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MNST icon
351
Monster Beverage
MNST
$75.3B
$274K 0.02%
+3,571
VEA icon
352
Vanguard FTSE Developed Markets ETF
VEA
$204B
$273K 0.02%
4,362
-145
CSTM icon
353
Constellium
CSTM
$3.32B
$272K 0.02%
14,417
+82
TRV icon
354
Travelers Companies
TRV
$65.3B
$271K 0.02%
936
+106
PR icon
355
Permian Resources
PR
$15.5B
$271K 0.02%
+19,345
CPRT icon
356
Copart
CPRT
$32.7B
$269K 0.02%
+6,877
ASH icon
357
Ashland
ASH
$2.33B
$269K 0.02%
+4,581
CCB icon
358
Coastal Financial
CCB
$1.18B
$266K 0.02%
+2,324
SSNC icon
359
SS&C Technologies
SSNC
$17.3B
$265K 0.02%
3,029
+192
KMB icon
360
Kimberly-Clark
KMB
$32.5B
$264K 0.02%
+2,620
MTUM icon
361
iShares MSCI USA Momentum Factor ETF
MTUM
$20.4B
$264K 0.02%
1,056
CDW icon
362
CDW
CDW
$14.6B
$264K 0.02%
+1,936
AVNT icon
363
Avient
AVNT
$3.16B
$263K 0.02%
+8,432
UBS icon
364
UBS Group
UBS
$116B
$263K 0.02%
+5,680
KEP icon
365
Korea Electric Power
KEP
$20.5B
$263K 0.02%
+15,918
IEX icon
366
IDEX
IEX
$14B
$262K 0.02%
1,471
+40
BAH icon
367
Booz Allen Hamilton
BAH
$9.3B
$261K 0.02%
+3,095
SIGI icon
368
Selective Insurance
SIGI
$4.6B
$261K 0.02%
+3,119
IWD icon
369
iShares Russell 1000 Value ETF
IWD
$67.6B
$260K 0.02%
1,238
-3
CSL icon
370
Carlisle Companies
CSL
$14B
$259K 0.02%
810
-128
PH icon
371
Parker-Hannifin
PH
$114B
$258K 0.02%
+294
IEFA icon
372
iShares Core MSCI EAFE ETF
IEFA
$169B
$257K 0.02%
+2,877
HXL icon
373
Hexcel
HXL
$6.27B
$257K 0.02%
3,478
WELL icon
374
Welltower
WELL
$144B
$257K 0.02%
1,383
-70
CMI icon
375
Cummins
CMI
$74.4B
$255K 0.02%
500
-310
13 14
15
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