FFP

FourThought Financial Partners Portfolio holdings

AUM $1.14B
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$956M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$8.01M
3
+$5.76M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.74M
5
PEP icon
PepsiCo
PEP
+$5.59M

Top Sells

1
+$20.4M
2
+$6.14M
3
+$5.45M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.67M
5
ABT icon
Abbott
ABT
+$3.81M

Sector Composition

1 Technology 24.91%
2 Financials 14.35%
3 Healthcare 10.31%
4 Industrials 6.2%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.21%
74,922
+185
27
$10.6M 1.1%
171,008
-5,931
28
$10.5M 1.1%
39,654
-642
29
$9.9M 1.04%
130,567
+39,832
30
$9.81M 1.03%
31,495
+477
31
$9.53M 1%
18,192
+233
32
$8.92M 0.93%
28,574
+143
33
$8.79M 0.92%
142,314
-30,411
34
$8.63M 0.9%
104,607
-247,558
35
$8.45M 0.88%
91,030
+3,701
36
$8.44M 0.88%
12,734
+2,441
37
$8.4M 0.88%
22,924
-439
38
$8.02M 0.84%
52,230
+2,481
39
$7.88M 0.83%
47,493
-811
40
$7.48M 0.78%
29,481
+22,616
41
$7.47M 0.78%
101,670
+11,814
42
$7.41M 0.78%
34,990
+966
43
$6.96M 0.73%
12,078
+1,524
44
$6.91M 0.72%
40,542
+328
45
$6.11M 0.64%
11,149
-6
46
$5.89M 0.62%
3,021
+8
47
$5.86M 0.61%
17,805
+6,760
48
$5.85M 0.61%
7,347
-1,265
49
$5.76M 0.6%
+32,765
50
$5.49M 0.57%
55,498
+1,009
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