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
$1.01B
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$3.46M
3
+$3.1M
4
AZN icon
AstraZeneca
AZN
+$2.92M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.05M

Top Sells

1
+$13.5M
2
+$7.84M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$4.52M
5
BLK icon
Blackrock
BLK
+$4.1M

Sector Composition

1 Technology 29.51%
2 Financials 13.73%
3 Healthcare 9.26%
4 Industrials 6.26%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MUB icon
76
iShares National Muni Bond ETF
MUB
$40.4B
$3.59M 0.35%
34,381
+2
ZTS icon
77
Zoetis
ZTS
$64.7B
$3.57M 0.35%
22,917
-3,469
TSCO icon
78
Tractor Supply
TSCO
$29.8B
$3.45M 0.34%
65,461
-729
CSX icon
79
CSX Corp
CSX
$67.3B
$3.32M 0.33%
101,818
+631
LRCX icon
80
Lam Research
LRCX
$191B
$3.27M 0.32%
33,638
-4,467
PYPL icon
81
PayPal
PYPL
$66.7B
$3.27M 0.32%
43,961
+8,031
ABBV icon
82
AbbVie
ABBV
$403B
$3.21M 0.32%
17,306
-531
AMD icon
83
Advanced Micro Devices
AMD
$410B
$3.18M 0.31%
22,395
-196
ACWX icon
84
iShares MSCI ACWI ex US ETF
ACWX
$7.03B
$3.14M 0.31%
51,511
+6,180
BRK.A icon
85
Berkshire Hathaway Class A
BRK.A
$1.06T
$2.92M 0.29%
4
CRWD icon
86
CrowdStrike
CRWD
$132B
$2.86M 0.28%
5,619
-5,001
T icon
87
AT&T
T
$179B
$2.83M 0.28%
97,637
+5,104
WMB icon
88
Williams Companies
WMB
$70.2B
$2.82M 0.28%
44,883
+3,029
KYN icon
89
Kayne Anderson Energy Infrastructure Fund
KYN
$1.96B
$2.52M 0.25%
197,826
+14,087
SHYM
90
iShares Short Duration High Yield Muni Active ETF
SHYM
$398M
$2.52M 0.25%
112,742
+1,520
VIOO icon
91
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.11B
$2.51M 0.25%
24,755
-133,498
LLY icon
92
Eli Lilly
LLY
$740B
$2.46M 0.24%
3,160
+839
HYMB icon
93
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.76B
$2.44M 0.24%
98,520
+1,416
JNJ icon
94
Johnson & Johnson
JNJ
$459B
$2.37M 0.23%
15,533
-1,085
VZ icon
95
Verizon
VZ
$164B
$2.26M 0.22%
52,266
-544
VGT icon
96
Vanguard Information Technology ETF
VGT
$112B
$2.25M 0.22%
3,398
-80
ARCC icon
97
Ares Capital
ARCC
$14.2B
$2.22M 0.22%
101,062
+13,986
PODD icon
98
Insulet
PODD
$22.6B
$2.1M 0.21%
6,678
+563
YUM icon
99
Yum! Brands
YUM
$39.8B
$2.08M 0.21%
14,059
ITW icon
100
Illinois Tool Works
ITW
$71.6B
$2.05M 0.2%
8,296
-394
2 3
4
5 6