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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
$1.16B
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.16M
3
+$4.68M
4
AMT icon
American Tower
AMT
+$4.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.54M

Top Sells

1
+$11.6M
2
+$8.32M
3
+$7.89M
4
NXPI icon
NXP Semiconductors
NXPI
+$4.46M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 25.93%
2 Financials 12.65%
3 Healthcare 8.69%
4 Industrials 7.06%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALKS icon
351
Alkermes
ALKS
$7.49B
$215K 0.02%
+6,068
HSY icon
352
Hershey
HSY
$36.7B
$213K 0.02%
+1,026
SHOP icon
353
Shopify
SHOP
$143B
$213K 0.02%
1,792
-93
WSFS icon
354
WSFS Financial
WSFS
$3.87B
$211K 0.02%
+3,221
ECL icon
355
Ecolab
ECL
$74.2B
$211K 0.02%
+792
LNT icon
356
Alliant Energy
LNT
$18.8B
$210K 0.02%
+2,924
EGO icon
357
Eldorado Gold
EGO
$7.81B
$209K 0.02%
6,100
KEY icon
358
KeyCorp
KEY
$24.1B
$208K 0.02%
10,376
-347
IWD icon
359
iShares Russell 1000 Value ETF
IWD
$75.9B
$207K 0.02%
968
-270
VNO icon
360
Vornado Realty Trust
VNO
$7.33B
$206K 0.02%
+7,934
CDNS icon
361
Cadence Design Systems
CDNS
$106B
$204K 0.02%
+735
DD icon
362
DuPont de Nemours
DD
$19B
$204K 0.02%
4,449
-5,085
MDY icon
363
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$204K 0.02%
+330
CBZ icon
364
CBIZ
CBZ
$1.82B
$203K 0.02%
+7,570
NVST icon
365
Envista
NVST
$3.99B
$201K 0.02%
+7,934
ICHR icon
366
Ichor Holdings
ICHR
$2.93B
$201K 0.02%
+4,303
Z icon
367
Zillow
Z
$7.48B
$200K 0.02%
+4,842
BFH icon
368
Bread Financial
BFH
$4.11B
$200K 0.02%
2,671
-3,171
XPRO icon
369
Expro
XPRO
$1.86B
$200K 0.02%
11,459
INR
370
Infinity Natural Resources
INR
$235M
$189K 0.02%
10,721
+198
VREX icon
371
Varex Imaging
VREX
$465M
$185K 0.02%
17,436
+71
BSET icon
372
Bassett Furniture
BSET
$134M
$185K 0.02%
13,047
SABR icon
373
Sabre
SABR
$664M
$171K 0.01%
+117,965
PTEN icon
374
Patterson-UTI
PTEN
$4.36B
$142K 0.01%
13,123
+1,025
F icon
375
Ford
F
$58.6B
$137K 0.01%
11,842
-4,423
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