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
$716M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.69M
3
+$2.46M
4
PYPL icon
PayPal
PYPL
+$2.46M
5
TSCO icon
Tractor Supply
TSCO
+$1.87M

Top Sells

1
+$4.91M
2
+$3.9M
3
+$2.28M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.85M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.81M

Sector Composition

1 Technology 28.78%
2 Healthcare 12.14%
3 Financials 9.85%
4 Consumer Discretionary 7.96%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.64M 1.21%
160,658
-10,391
27
$8.49M 1.19%
40,769
+1,743
28
$8.27M 1.16%
74,508
+475
29
$8.11M 1.13%
20,644
+494
30
$8.09M 1.13%
16,036
+653
31
$7.83M 1.09%
59,807
-7,709
32
$7.68M 1.07%
17,438
+41
33
$7.34M 1.03%
47,143
-6,691
34
$6.99M 0.98%
160,600
-11,410
35
$6.76M 0.94%
48,832
-670
36
$6.33M 0.88%
64,169
+395
37
$6.05M 0.85%
41,507
-33,669
38
$5.96M 0.83%
85,722
+1,300
39
$5.75M 0.8%
28,354
-318
40
$5.66M 0.79%
37,413
-735
41
$5.41M 0.76%
9,675
-222
42
$5.26M 0.74%
28,485
+13,340
43
$5.02M 0.7%
9,837
-775
44
$5.01M 0.7%
8,506
+471
45
$4.91M 0.69%
9,691
+2,023
46
$4.68M 0.65%
80,645
+7,188
47
$4.67M 0.65%
9,138
-191
48
$4.36M 0.61%
11,005
-15
49
$4.18M 0.58%
158,093
+6,484
50
$4.18M 0.58%
20,182
+6,431
1
2
3 4 5