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
$843M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.62M
3
+$3.2M
4
NDAQ icon
Nasdaq
NDAQ
+$2.74M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.13M

Top Sells

1
+$8.24M
2
+$2.33M
3
+$1.15M
4
HLI icon
Houlihan Lokey
HLI
+$1.09M
5
BL icon
BlackLine
BL
+$869K

Sector Composition

1 Technology 29.61%
2 Healthcare 11.43%
3 Financials 11.32%
4 Consumer Discretionary 7.4%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.88M 0.7%
9,505
+55
52
$5.78M 0.69%
10,093
+319
53
$5.48M 0.65%
11,103
+51
54
$5.4M 0.64%
11,071
-112
55
$5.17M 0.61%
9,984
+13
56
$5.15M 0.61%
8,293
+35
57
$4.83M 0.57%
143,651
-34,346
58
$4.71M 0.56%
24,118
-59
59
$4.53M 0.54%
27,072
+140
60
$4.29M 0.51%
4,638
-143
61
$4.22M 0.5%
33,445
+904
62
$3.71M 0.44%
62,310
+1,433
63
$3.68M 0.44%
36,345
+5,387
64
$3.62M 0.43%
62,200
+1,980
65
$3.47M 0.41%
21,123
+1,061
66
$3.45M 0.41%
5,926
+415
67
$3.45M 0.41%
118,562
+9,578
68
$3.34M 0.4%
13,146
+767
69
$3.28M 0.39%
11,679
+393
70
$3.2M 0.38%
92,555
+2,439
71
$3.08M 0.37%
19,019
-375
72
$2.87M 0.34%
36,788
+326
73
$2.81M 0.33%
23,694
+5,556
74
$2.77M 0.33%
119,437
+11,640
75
$2.76M 0.33%
35,543
+1,568
1 2
3
4 5