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
$729M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.58M
3
+$2.98M
4
JPM icon
JPMorgan Chase
JPM
+$1.95M
5
MSFT icon
Microsoft
MSFT
+$1.66M

Top Sells

1
+$6.4M
2
+$3.8M
3
+$3.35M
4
T icon
AT&T
T
+$2.27M
5
DIS icon
Walt Disney
DIS
+$1.84M

Sector Composition

1 Technology 27.25%
2 Healthcare 12.19%
3 Financials 9.4%
4 Consumer Discretionary 7.71%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.19M 0.58%
42,100
-309
52
$4.03M 0.55%
9,050
-61
53
$4M 0.55%
150,044
+257
54
$3.99M 0.55%
10,356
+310
55
$3.95M 0.54%
28,761
+35
56
$3.84M 0.53%
41,238
+1,721
57
$3.77M 0.52%
11,747
-1,159
58
$3.76M 0.52%
10,352
-8
59
$3.75M 0.51%
8,076
+194
60
$3.71M 0.51%
6,429
+952
61
$3.68M 0.5%
58,101
+2,373
62
$3.5M 0.48%
28,177
-617
63
$3.49M 0.48%
50,246
+584
64
$3.46M 0.47%
6,910
-240
65
$3.37M 0.46%
30,761
-21
66
$3.37M 0.46%
10,094
-61
67
$3.19M 0.44%
64,872
-4,584
68
$3.16M 0.43%
20,509
-585
69
$3.08M 0.42%
9,410
-358
70
$3M 0.41%
13,096
+1
71
$2.95M 0.4%
28,330
-371
72
$2.84M 0.39%
17,795
+30
73
$2.78M 0.38%
11,412
-731
74
$2.7M 0.37%
40,435
+583
75
$2.56M 0.35%
13,383
+7,122
1 2
3
4 5