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FFP

FourThought Financial Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 26.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.16M
3
+$4.68M
4
AMT icon
American Tower
AMT
+$4.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.54M

Top Sells

1
+$11.6M
2
+$8.32M
3
+$7.89M
4
NXPI icon
NXP Semiconductors
NXPI
+$4.46M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 25.93%
2 Financials 12.65%
3 Healthcare 8.69%
4 Industrials 7.06%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
76
Accenture
ACN
$104B
$4.06M 0.35%
20,461
-4,491
VEEV icon
77
Veeva Systems
VEEV
$26.8B
$4.02M 0.35%
22,892
+4,375
VGT icon
78
Vanguard Information Technology ETF
VGT
$139B
$3.98M 0.34%
45,688
+18,496
SPY icon
79
State Street SPDR S&P 500 ETF Trust
SPY
$762B
$3.77M 0.33%
5,795
+116
MUB icon
80
iShares National Muni Bond ETF
MUB
$45.2B
$3.73M 0.32%
35,185
+6,171
JNJ icon
81
Johnson & Johnson
JNJ
$578B
$3.67M 0.32%
15,028
-376
VTEB icon
82
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
$3.66M 0.32%
73,330
+8,037
WMB icon
83
Williams Companies
WMB
$88.3B
$3.64M 0.31%
50,048
-1,853
ABBV icon
84
AbbVie
ABBV
$397B
$3.62M 0.31%
16,628
-612
ZTS icon
85
Zoetis
ZTS
$34.2B
$3.58M 0.31%
30,298
+10,487
TSCO icon
86
Tractor Supply
TSCO
$16.1B
$3.43M 0.3%
75,820
+8,661
NVO
87
Novo Nordisk
NVO
$193B
$3.43M 0.3%
93,399
+33,708
IBDV icon
88
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.1B
$3.38M 0.29%
154,184
+60,258
TXN icon
89
Texas Instruments
TXN
$265B
$3.14M 0.27%
16,185
-41,070
QQQM icon
90
Invesco NASDAQ 100 ETF
QQQM
$93B
$3.14M 0.27%
13,211
+1,334
IJR icon
91
iShares Core S&P Small-Cap ETF
IJR
$105B
$3.13M 0.27%
25,169
+2,804
ADBE icon
92
Adobe
ADBE
$92.6B
$3.13M 0.27%
12,856
+2,289
KYN icon
93
Kayne Anderson Energy Infrastructure Fund
KYN
$2.39B
$3.02M 0.26%
211,706
-7,160
AOS icon
94
A.O. Smith
AOS
$8.01B
$2.95M 0.25%
44,756
+10,485
IBDU icon
95
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.87B
$2.87M 0.25%
123,350
+33,973
CPK icon
96
Chesapeake Utilities
CPK
$3.03B
$2.59M 0.22%
20,500
HD icon
97
Home Depot
HD
$323B
$2.56M 0.22%
7,795
-2,082
ARCC icon
98
Ares Capital
ARCC
$13.7B
$2.5M 0.22%
138,551
+11,182
AMD icon
99
Advanced Micro Devices
AMD
$779B
$2.36M 0.2%
11,601
+652
SHYM
100
iShares Short Duration High Yield Muni Active ETF
SHYM
$748M
$2.34M 0.2%
106,134
+61
2 3
4
5 6