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
$843M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.62M
3
+$3.2M
4
NDAQ icon
Nasdaq
NDAQ
+$2.74M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.13M

Top Sells

1
+$8.24M
2
+$2.33M
3
+$1.15M
4
HLI icon
Houlihan Lokey
HLI
+$1.09M
5
BL icon
BlackLine
BL
+$869K

Sector Composition

1 Technology 29.61%
2 Healthcare 11.43%
3 Financials 11.32%
4 Consumer Discretionary 7.4%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.89M 1.17%
18,732
-55
27
$9.79M 1.16%
94,741
+1,095
28
$9.47M 1.12%
23,383
-22
29
$9.44M 1.12%
177,331
+3,781
30
$9.28M 1.1%
10,374
+69
31
$8.75M 1.04%
39,674
+16,390
32
$8.6M 1.02%
49,540
-1,526
33
$8.4M 1%
10,075
+510
34
$8.37M 0.99%
49,234
+935
35
$8.35M 0.99%
86,549
+22,033
36
$8.29M 0.98%
76,636
+73,340
37
$8.18M 0.97%
50,451
+350
38
$8.09M 0.96%
128,985
-10,410
39
$7.48M 0.89%
75,714
+2,049
40
$7.33M 0.87%
26,769
+912
41
$7.08M 0.84%
34,258
+980
42
$6.98M 0.83%
40,304
-135
43
$6.95M 0.82%
34,397
+629
44
$6.86M 0.81%
88,012
-846
45
$6.56M 0.78%
89,818
+37,560
46
$6.5M 0.77%
125,693
+9,184
47
$6.41M 0.76%
48,747
+1,182
48
$6.28M 0.74%
40,277
+1,718
49
$6.17M 0.73%
3,008
-32
50
$6.01M 0.71%
72,065
+14,614
1
2
3 4 5