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
$761M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.24M
3
+$1.21M
4
CCI icon
Crown Castle
CCI
+$1.08M
5
NOW icon
ServiceNow
NOW
+$1.02M

Top Sells

1
+$4.41M
2
+$2.98M
3
+$2.38M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.54M

Sector Composition

1 Technology 28.99%
2 Healthcare 12.01%
3 Financials 9.35%
4 Consumer Discretionary 7.77%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.85M 1.16%
171,049
-462
27
$8.81M 1.16%
74,033
+23,348
28
$8.27M 1.09%
86,718
+3,855
29
$8.21M 1.08%
20,150
-254
30
$8.08M 1.06%
67,516
-2,160
31
$7.94M 1.04%
35,781
+766
32
$7.93M 1.04%
17,397
+415
33
$7.51M 0.99%
39,026
+2,052
34
$7.39M 0.97%
15,383
+952
35
$7.28M 0.96%
172,010
-104,340
36
$7.16M 0.94%
49,502
-367
37
$7.06M 0.93%
63,774
+1,975
38
$6.92M 0.91%
84,422
+2,565
39
$6.06M 0.8%
28,672
-858
40
$5.82M 0.77%
8,035
+572
41
$5.56M 0.73%
9,897
+1,821
42
$5.28M 0.69%
18,387
-3,518
43
$5.19M 0.68%
10,612
+256
44
$4.7M 0.62%
73,457
+7,223
45
$4.69M 0.62%
91,034
-3,062
46
$4.53M 0.6%
63,978
-2,979
47
$4.45M 0.58%
38,148
-1,411
48
$4.37M 0.57%
23,951
+2,619
49
$4.33M 0.57%
11,020
+668
50
$4.33M 0.57%
42,867
+1,629
1
2
3 4 5