FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.33M
3
+$5.44M
4
SLDE
Slide Insurance Holdings
SLDE
+$5.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.69M

Top Sells

1
+$6.02M
2
+$4.68M
3
+$3.1M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.42M
5
AMD icon
Advanced Micro Devices
AMD
+$2.26M

Sector Composition

1 Technology 28.03%
2 Financials 13.6%
3 Healthcare 8.84%
4 Industrials 6.71%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
76
State Street SPDR S&P 500 ETF Trust
SPY
$667B
$3.87M 0.33%
5,679
-226
CSX icon
77
CSX Corp
CSX
$72.9B
$3.83M 0.32%
105,736
+4,800
ADBE icon
78
Adobe
ADBE
$110B
$3.7M 0.31%
10,567
-4,143
VZ icon
79
Verizon
VZ
$214B
$3.5M 0.3%
85,830
+2,699
HD icon
80
Home Depot
HD
$337B
$3.4M 0.29%
9,877
-12,769
TSCO icon
81
Tractor Supply
TSCO
$25.3B
$3.36M 0.28%
67,159
+2,265
VTEB icon
82
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.4B
$3.28M 0.28%
65,293
+1,229
JNJ icon
83
Johnson & Johnson
JNJ
$583B
$3.19M 0.27%
15,404
+105
WMB icon
84
Williams Companies
WMB
$89.8B
$3.12M 0.26%
51,901
+3,149
MUB icon
85
iShares National Muni Bond ETF
MUB
$42.6B
$3.11M 0.26%
29,014
+175
FTNT icon
86
Fortinet
FTNT
$62.4B
$3.05M 0.26%
38,456
+1,131
NVO icon
87
Novo Nordisk
NVO
$169B
$3.04M 0.26%
59,691
-2,856
QQQM icon
88
Invesco NASDAQ 100 ETF
QQQM
$69.7B
$3M 0.25%
11,877
+2,723
PYPL icon
89
PayPal
PYPL
$40.8B
$2.72M 0.23%
46,529
-3,174
KYN icon
90
Kayne Anderson Energy Infrastructure Fund
KYN
$2.4B
$2.71M 0.23%
218,866
+10,338
IJR icon
91
iShares Core S&P Small-Cap ETF
IJR
$90.3B
$2.69M 0.23%
22,365
+4,470
ARCC icon
92
Ares Capital
ARCC
$13B
$2.58M 0.22%
127,369
+8,801
VGT icon
93
Vanguard Information Technology ETF
VGT
$109B
$2.56M 0.22%
3,399
CPK icon
94
Chesapeake Utilities
CPK
$3.09B
$2.56M 0.22%
20,500
-15,000
ZTS icon
95
Zoetis
ZTS
$48.7B
$2.49M 0.21%
19,811
-4,210
SHYM
96
iShares Short Duration High Yield Muni Active ETF
SHYM
$513M
$2.36M 0.2%
106,073
+474
AMD icon
97
Advanced Micro Devices
AMD
$322B
$2.34M 0.2%
10,949
-10,073
CRWD icon
98
CrowdStrike
CRWD
$112B
$2.34M 0.2%
4,986
-41
AOS icon
99
A.O. Smith
AOS
$9.2B
$2.29M 0.19%
34,271
+7,715
YUM icon
100
Yum! Brands
YUM
$43.8B
$2.14M 0.18%
14,143
+82
2 3
4
5 6