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
$761M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.24M
3
+$1.21M
4
CCI icon
Crown Castle
CCI
+$1.08M
5
NOW icon
ServiceNow
NOW
+$1.02M

Top Sells

1
+$4.41M
2
+$2.98M
3
+$2.38M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.54M

Sector Composition

1 Technology 28.99%
2 Healthcare 12.01%
3 Financials 9.35%
4 Consumer Discretionary 7.77%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.31M 0.57%
32,710
+2,246
52
$4.27M 0.56%
9,329
+279
53
$4.14M 0.54%
37,476
-3,425
54
$4.09M 0.54%
151,609
+1,565
55
$4.06M 0.53%
41,466
-634
56
$4M 0.53%
7,668
+1,239
57
$3.9M 0.51%
54,555
+4,309
58
$3.89M 0.51%
3,281
-972
59
$3.84M 0.5%
10,391
-1,356
60
$3.51M 0.46%
70,020
-20,414
61
$3.46M 0.46%
9,786
-308
62
$3.42M 0.45%
23,261
-5,500
63
$3.36M 0.44%
27,752
-578
64
$3.33M 0.44%
63,543
-1,329
65
$3.31M 0.43%
30,841
+80
66
$3.22M 0.42%
13,097
+1
67
$3.14M 0.41%
15,145
+1,762
68
$3.02M 0.4%
5,597
-1,313
69
$3.01M 0.4%
22,331
-5,846
70
$2.87M 0.38%
8,907
-503
71
$2.87M 0.38%
41,413
+978
72
$2.83M 0.37%
83,082
-1,641
73
$2.82M 0.37%
11,261
-151
74
$2.81M 0.37%
13,751
+2,429
75
$2.61M 0.34%
22,938
+9,487
1 2
3
4 5