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
$777M
AUM Growth
-$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.4M
3
+$3.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.71M
5
META icon
Meta Platforms (Facebook)
META
+$2.11M

Top Sells

1
+$18.9M
2
+$13.5M
3
+$7.25M
4
ADSK icon
Autodesk
ADSK
+$5.37M
5
QCOM icon
Qualcomm
QCOM
+$5.05M

Sector Composition

1 Technology 32.96%
2 Healthcare 11.19%
3 Financials 10.29%
4 Consumer Discretionary 6.96%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.94M 0.64%
26,932
+111
52
$4.93M 0.63%
9,774
+4,191
53
$4.88M 0.63%
11,052
+140
54
$4.84M 0.62%
116,509
+19,121
55
$4.58M 0.59%
+23,284
56
$4.4M 0.57%
57,451
+18,604
57
$4.32M 0.56%
11,286
+175
58
$4.19M 0.54%
24,177
+8,291
59
$3.93M 0.51%
4,781
-83
60
$3.65M 0.47%
32,541
+11,015
61
$3.45M 0.44%
60,877
+6,831
62
$3.25M 0.42%
20,062
+635
63
$3.25M 0.42%
60,220
+1,220
64
$3.16M 0.41%
108,984
+13,126
65
$3.15M 0.41%
52,258
+3,980
66
$3.01M 0.39%
90,116
+4,562
67
$3.01M 0.39%
30,958
+2,524
68
$2.99M 0.38%
12,379
+319
69
$2.95M 0.38%
19,394
+717
70
$2.89M 0.37%
69,971
-3,478
71
$2.66M 0.34%
5,511
+897
72
$2.44M 0.31%
107,797
-1,719
73
$2.39M 0.31%
93,917
-2,362
74
$2.37M 0.3%
228,984
-7,605
75
$2.29M 0.29%
45,290
+787
1 2
3
4 5