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
$690M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.3M
3
+$17.2M
4
NEE icon
NextEra Energy
NEE
+$15.9M
5
BLK icon
Blackrock
BLK
+$15.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.86%
2 Healthcare 11.52%
3 Financials 10.7%
4 Consumer Discretionary 7.74%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.55M 0.51%
+9,111
52
$3.53M 0.51%
+55,728
53
$3.44M 0.5%
+12,906
54
$3.41M 0.49%
+6,232
55
$3.4M 0.49%
+30,782
56
$3.38M 0.49%
+10,046
57
$3.37M 0.49%
+49,662
58
$3.35M 0.49%
+9,768
59
$3.28M 0.48%
+69,456
60
$3.28M 0.48%
+28,794
61
$3.19M 0.46%
+16,221
62
$3.14M 0.45%
+13,095
63
$3.06M 0.44%
+7,882
64
$3.03M 0.44%
+21,094
65
$3.02M 0.44%
+28,726
66
$3.02M 0.44%
+5,477
67
$2.94M 0.43%
+39,517
68
$2.87M 0.42%
+17,765
69
$2.68M 0.39%
+12,143
70
$2.65M 0.38%
+39,852
71
$2.58M 0.37%
+35,380
72
$2.55M 0.37%
+28,701
73
$2.53M 0.37%
+7,150
74
$2.52M 0.37%
+20,964
75
$2.51M 0.36%
+17,224
1 2
3
4 5