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
$963M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$11.7M
3
+$5.42M
4
CAT icon
Caterpillar
CAT
+$4.81M
5
CPK icon
Chesapeake Utilities
CPK
+$4.63M

Top Sells

1
+$7.48M
2
+$7.07M
3
+$6.27M
4
ALGN icon
Align Technology
ALGN
+$3.34M
5
CRM icon
Salesforce
CRM
+$3.25M

Sector Composition

1 Technology 27.29%
2 Financials 13.07%
3 Healthcare 10.13%
4 Industrials 6.42%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 1.09%
131,544
-40,736
27
$10.5M 1.09%
176,939
-392
28
$10M 1.04%
28,431
-15
29
$9.54M 0.99%
48,304
-1,236
30
$9.36M 0.97%
40,296
+622
31
$9.13M 0.95%
8,612
-1,762
32
$9.09M 0.94%
23,363
-20
33
$9.09M 0.94%
17,959
-159
34
$9.02M 0.94%
87,329
+780
35
$8.79M 0.91%
234,088
-167,104
36
$8.08M 0.84%
31,018
+239
37
$7.69M 0.8%
34,024
-234
38
$7.64M 0.79%
49,749
+515
39
$7.13M 0.74%
10,293
+218
40
$7.01M 0.73%
90,735
+917
41
$6.74M 0.7%
40,214
-90
42
$6.48M 0.67%
44,790
-5,661
43
$6.44M 0.67%
113,900
-11,793
44
$6.18M 0.64%
10,554
+461
45
$5.89M 0.61%
89,856
+1,844
46
$5.87M 0.61%
11,155
+52
47
$5.78M 0.6%
11,305
+234
48
$5.7M 0.59%
17,036
-9,733
49
$5.63M 0.58%
34,599
+202
50
$5.42M 0.56%
+59,963
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