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
$777M
AUM Growth
-$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.4M
3
+$3.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.71M
5
META icon
Meta Platforms (Facebook)
META
+$2.11M

Top Sells

1
+$18.9M
2
+$13.5M
3
+$7.25M
4
ADSK icon
Autodesk
ADSK
+$5.37M
5
QCOM icon
Qualcomm
QCOM
+$5.05M

Sector Composition

1 Technology 32.96%
2 Healthcare 11.19%
3 Financials 10.29%
4 Consumer Discretionary 6.96%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.62M 1.24%
48,299
-25,361
27
$9.14M 1.18%
17,939
+945
28
$8.88M 1.14%
51,066
-163
29
$8.25M 1.06%
173,550
+6,308
30
$8.19M 1.05%
18,787
+771
31
$8.11M 1.04%
10,305
+576
32
$8.06M 1.04%
23,405
-1,129
33
$8.03M 1.03%
139,395
+47,009
34
$7.97M 1.03%
33,768
+53
35
$7.89M 1.02%
93,646
+1,112
36
$7.85M 1.01%
73,665
+3,401
37
$7.32M 0.94%
50,101
+945
38
$7.11M 0.91%
33,278
+2,037
39
$6.93M 0.89%
88,858
+115
40
$6.71M 0.86%
47,565
+268
41
$6.67M 0.86%
40,439
-211
42
$6.65M 0.86%
25,857
+1,955
43
$6.05M 0.78%
64,516
+15,911
44
$5.71M 0.73%
38,559
+1,199
45
$5.54M 0.71%
9,971
+842
46
$5.43M 0.7%
8,258
-127
47
$5.42M 0.7%
177,997
+3,066
48
$5.36M 0.69%
11,183
+282
49
$5.23M 0.67%
9,450
+149
50
$5M 0.64%
3,040
+91
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