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FFP
FourThought Financial Partners Portfolio holdings
AUM
$1.16B
1-Year Est. Return
26.74%
This Fund
S&P 500
1 Year Est. Return
+26.74%
AUM
$1.16B
AUM Growth
-$25.2M
(-2.1%)
Holding
558
Top Buys
| 1 | +$6.4M | |
| 2 | +$6.16M | |
| 3 | +$4.68M | |
| 4 |
American Tower
AMT
|
+$4.23M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$3.54M |
Top Sells
| 1 | +$11.6M | |
| 2 | +$8.32M | |
| 3 | +$7.89M | |
| 4 |
NXP Semiconductors
NXPI
|
+$4.46M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Applied Materials
AMAT
$424B
| $14M | 1.21% |
40,985
-1,138
|
|
||
27
Abbott
ABT
$155B
| $13.2M | 1.14% |
128,814
+4,907
|
|
||
28
Vanguard Russell 1000 Value ETF
VONV
$19.7B
| $13.1M | 1.13% |
139,704
-2,558
|
|
||
29
Vanguard Russell 1000 Growth ETF
VONG
$43.3B
| $12.9M | 1.12% |
118,045
-13,553
|
|
||
30
Air Products & Chemicals
APD
$62.5B
| $12.3M | 1.06% |
42,351
+4,271
|
|
||
31
CME Group
CME
$95B
| $12.2M | 1.05% |
41,220
+1,170
|
|
||
32
Nasdaq
NDAQ
$49B
| $12M | 1.04% |
141,928
+8,085
|
|
||
33
Amgen
AMGN
$186B
| $11.3M | 0.98% |
32,203
+231
|
|
||
34
Blackrock
BLK
$157B
| $10.6M | 0.92% |
11,069
-3
|
|
||
35
Meta Platforms (Facebook)
META
$1.43T
| $9.85M | 0.85% |
17,210
+1,859
|
|
||
36
Procter & Gamble
PG
$347B
| $9.42M | 0.81% |
65,208
+12,985
|
|
||
37
Caterpillar
CAT
$404B
| $9.12M | 0.79% |
12,877
-376
|
|
||
38
Honeywell
HON
$133B
| $8.77M | 0.76% |
38,804
+2,243
|
|
||
39
Vanguard Russell 1000 ETF
VONE
$7.88B
| $8.67M | 0.75% |
29,367
+659
|
|
||
40
MSCI
MSCI
$44.3B
| $8.2M | 0.71% |
15,204
+3,530
|
|
||
41
PNC Financial Services
PNC
$93.9B
| $7.93M | 0.68% |
38,113
+1,500
|
|
||
42
Qualcomm
QCOM
$209B
| $7.53M | 0.65% |
58,507
+5,355
|
|
||
43
Walmart Inc
WMT
$959B
| $7.35M | 0.63% |
59,151
-1,103
|
|
||
44
Prologis
PLD
$137B
| $7.23M | 0.62% |
54,675
+247
|
|
||
45
Enterprise Products Partners
EPD
$82.1B
| $6.79M | 0.59% |
179,566
+3,337
|
|
||
46
Alphabet (Google) Class C
GOOG
$4.25T
| $6.79M | 0.59% |
23,656
-778
|
|
||
47
Cigna
CI
$78.1B
| $6.54M | 0.56% |
24,515
+3,926
|
|
||
48
Mastercard
MA
$432B
| $6.45M | 0.56% |
12,912
+1,138
|
|
||
49
Goldman Sachs
GS
$300B
| $6.39M | 0.55% |
7,548
-164
|
|
||
50
Invesco QQQ Trust
QQQ
$468B
| $6.32M | 0.55% |
10,958
-193
|
|