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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
PZZA icon
551
Papa John's
PZZA
$1.03B
-5,551
QCRH icon
552
QCR Holdings
QCRH
$1.58B
-4,398
RELY icon
553
Remitly
RELY
$3.84B
-22,664
REZI icon
554
Resideo Technologies
REZI
$4.51B
-6,899
RJF icon
555
Raymond James Financial
RJF
$29.2B
-1,306
RXST icon
556
RxSight
RXST
$197M
-12,972
SBH icon
557
Sally Beauty Holdings
SBH
$1.28B
-10,156