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
$716M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.69M
3
+$2.46M
4
PYPL icon
PayPal
PYPL
+$2.46M
5
TSCO icon
Tractor Supply
TSCO
+$1.87M

Top Sells

1
+$4.91M
2
+$3.9M
3
+$2.28M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.85M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.81M

Sector Composition

1 Technology 28.78%
2 Healthcare 12.14%
3 Financials 9.85%
4 Consumer Discretionary 7.96%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.04M 0.56%
3,185
-96
52
$3.91M 0.55%
57,789
+3,234
53
$3.9M 0.55%
35,274
+2,564
54
$3.83M 0.54%
22,899
-362
55
$3.71M 0.52%
42,652
-215
56
$3.68M 0.51%
10,278
-113
57
$3.62M 0.51%
30,770
-71
58
$3.61M 0.5%
27,347
-405
59
$3.6M 0.5%
13,204
+107
60
$3.41M 0.48%
68,898
-22,136
61
$3.35M 0.47%
62,919
-624
62
$3.31M 0.46%
34,570
-2,906
63
$3.2M 0.45%
63,692
-6,328
64
$3.17M 0.44%
46,252
-17,726
65
$3.13M 0.44%
23,459
-492
66
$2.9M 0.41%
9,494
-292
67
$2.72M 0.38%
18,217
+802
68
$2.68M 0.37%
8,279
-628
69
$2.59M 0.36%
84,067
+985
70
$2.58M 0.36%
7,363
+58
71
$2.55M 0.36%
14,667
-187
72
$2.54M 0.36%
11,040
-221
73
$2.53M 0.35%
26,910
-14,556
74
$2.46M 0.34%
+42,118
75
$2.42M 0.34%
19,965
-48
1 2
3
4 5