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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
MPC icon
51
Marathon Petroleum
MPC
$77.7B
$6.29M 0.54%
25,776
-2,511
LRCX icon
52
Lam Research
LRCX
$430B
$6.27M 0.54%
29,343
-1,029
XOM icon
53
Exxon Mobil
XOM
$624B
$6.14M 0.53%
36,195
-1,150
SUB icon
54
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$6.13M 0.53%
+57,541
DLR icon
55
Digital Realty Trust
DLR
$63.2B
$5.9M 0.51%
32,735
+1,488
AGG icon
56
iShares Core US Aggregate Bond ETF
AGG
$136B
$5.87M 0.51%
59,149
-2,938
NOW icon
57
ServiceNow
NOW
$107B
$5.76M 0.5%
55,048
+19,384
SCHD icon
58
Schwab US Dividend Equity ETF
SCHD
$95.5B
$5.59M 0.48%
182,315
-116,046
MELI icon
59
Mercado Libre
MELI
$80.1B
$5.55M 0.48%
3,210
+236
DFAI icon
60
Dimensional International Core Equity Market ETF
DFAI
$16.3B
$5.5M 0.47%
141,181
+117,114
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.04T
$5.43M 0.47%
11,331
-669
MPLX icon
62
MPLX
MPLX
$57.5B
$5.42M 0.47%
94,964
+7,720
TMO icon
63
Thermo Fisher Scientific
TMO
$179B
$5.25M 0.45%
10,684
+470
CSCO icon
64
Cisco
CSCO
$467B
$5.19M 0.45%
66,851
-14,755
LLY icon
65
Eli Lilly
LLY
$1.02T
$5.13M 0.44%
5,576
+124
CRM icon
66
Salesforce
CRM
$138B
$5.12M 0.44%
27,414
+5,789
ACWX icon
67
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$4.99M 0.43%
72,840
+5,347
SLDE
68
Slide Insurance Holdings
SLDE
$2B
$4.96M 0.43%
275,506
-27,000
CCI icon
69
Crown Castle
CCI
$40.4B
$4.92M 0.42%
60,562
+6,159
DUK icon
70
Duke Energy
DUK
$97.9B
$4.54M 0.39%
34,695
+1,226
CSX icon
71
CSX Corp
CSX
$86.8B
$4.52M 0.39%
109,989
+4,253
INTU icon
72
Intuit
INTU
$77.2B
$4.35M 0.38%
10,070
+1,391
FTNT icon
73
Fortinet
FTNT
$105B
$4.34M 0.37%
53,071
+14,615
VZ icon
74
Verizon
VZ
$199B
$4.29M 0.37%
85,433
-397
JEPI icon
75
JPMorgan Equity Premium Income ETF
JEPI
$44.3B
$4.23M 0.36%
74,559
+328
1 2
3
4 5