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FFP

FourThought Financial Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 26.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.16M
3
+$4.68M
4
AMT icon
American Tower
AMT
+$4.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.54M

Top Sells

1
+$11.6M
2
+$8.32M
3
+$7.89M
4
NXPI icon
NXP Semiconductors
NXPI
+$4.46M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 25.93%
2 Financials 12.65%
3 Healthcare 8.69%
4 Industrials 7.06%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXLS icon
476
EXL Service
EXLS
$4.37B
– –
-18,682
EXPD icon
477
Expeditors International
EXPD
$21.7B
– –
-2,119
EXPE icon
478
Expedia Group
EXPE
$26.1B
– –
-856
FAST icon
479
Fastenal
FAST
$53.1B
– –
-6,168
FDS icon
480
Factset
FDS
$8.89B
– –
-2,260
FINV
481
FinVolution Group
FINV
$1.16B
– –
-22,953
FLNC icon
482
Fluence Energy
FLNC
$2.97B
– –
-28,236
FOXA icon
483
Fox Class A
FOXA
$28.7B
– –
-3,917
GEOS icon
484
Geospace Technologies
GEOS
$93.1M
– –
-16,339
GES
485
DELISTED
Guess Inc
GES
– –
-21,135
GFS icon
486
GlobalFoundries
GFS
$42.7B
– –
-11,731
GILT icon
487
Gilat Satellite Networks
GILT
$1.11B
– –
-11,919
HCC icon
488
Warrior Met Coal
HCC
$5.02B
– –
-5,438
HDB icon
489
HDFC Bank
HDB
$120B
– –
-24,058
HLI icon
490
Houlihan Lokey
HLI
$9.29B
– –
-1,418
HLNE icon
491
Hamilton Lane
HLNE
$3.34B
– –
-8,256
HMN icon
492
Horace Mann Educators
HMN
$1.96B
– –
-4,887
HRI icon
493
Herc Holdings
HRI
$4.73B
– –
-1,372
HTGC icon
494
Hercules Capital
HTGC
$2.89B
– –
-12,436
HY icon
495
Hyster-Yale Materials Handling
HY
$616M
– –
-16,976
IEFA icon
496
iShares Core MSCI EAFE ETF
IEFA
$182B
– –
-2,877
IEX icon
497
IDEX
IEX
$15.8B
– –
-1,471
IGM icon
498
iShares Expanded Tech Sector ETF
IGM
$10.3B
– –
-1,650
INOD icon
499
Innodata
INOD
$3.25B
– –
-9,475
IRMD icon
500
iRadimed
IRMD
$1.21B
– –
-4,607
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