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
$963M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$11.7M
3
+$5.42M
4
CAT icon
Caterpillar
CAT
+$4.81M
5
CPK icon
Chesapeake Utilities
CPK
+$4.63M

Top Sells

1
+$7.48M
2
+$7.07M
3
+$6.27M
4
ALGN icon
Align Technology
ALGN
+$3.34M
5
CRM icon
Salesforce
CRM
+$3.25M

Sector Composition

1 Technology 27.29%
2 Financials 13.07%
3 Healthcare 10.13%
4 Industrials 6.42%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.28M 0.55%
54,489
+18,144
52
$5.14M 0.53%
8,181
-112
53
$5.13M 0.53%
26,921
-151
54
$5.12M 0.53%
3,013
+5
55
$4.97M 0.52%
139,535
-4,116
56
$4.96M 0.52%
9,540
+35
57
$4.89M 0.51%
8,144
+2,218
58
$4.81M 0.5%
+13,253
59
$4.81M 0.5%
22,859
+12,978
60
$4.63M 0.48%
+38,167
61
$4.6M 0.48%
+32,975
62
$4.5M 0.47%
10,117
+133
63
$4.41M 0.46%
140,532
+21,970
64
$4.18M 0.43%
+7,308
65
$4.18M 0.43%
30,953
-9,324
66
$4.1M 0.43%
+38,103
67
$3.99M 0.41%
11,656
-23
68
$3.95M 0.41%
24,249
+131
69
$3.59M 0.37%
62,386
+76
70
$3.38M 0.35%
+67,422
71
$3.35M 0.35%
63,146
+946
72
$3.31M 0.34%
+31,083
73
$3.3M 0.34%
+45,687
74
$3.29M 0.34%
34,782
-761
75
$3.25M 0.34%
18,348
-671
1 2
3
4 5