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
$690M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.3M
3
+$17.2M
4
NEE icon
NextEra Energy
NEE
+$15.9M
5
BLK icon
Blackrock
BLK
+$15.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.86%
2 Healthcare 11.52%
3 Financials 10.7%
4 Consumer Discretionary 7.74%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.34M 0.34%
+5
77
$2.29M 0.33%
+13,164
78
$2.29M 0.33%
+7,419
79
$2.29M 0.33%
+73,760
80
$2.14M 0.31%
+10,155
81
$2.14M 0.31%
+11,445
82
$2.12M 0.31%
+24,392
83
$2.09M 0.3%
+278,375
84
$2M 0.29%
+17,751
85
$1.98M 0.29%
+19,720
86
$1.89M 0.27%
+26,502
87
$1.84M 0.27%
+76,364
88
$1.83M 0.26%
+13,466
89
$1.82M 0.26%
+14,214
90
$1.8M 0.26%
+37,915
91
$1.69M 0.25%
+12,494
92
$1.67M 0.24%
+16,196
93
$1.6M 0.23%
+22,837
94
$1.56M 0.23%
+30,531
95
$1.56M 0.23%
+29,958
96
$1.55M 0.23%
+8,124
97
$1.53M 0.22%
+33,625
98
$1.52M 0.22%
+32,631
99
$1.42M 0.21%
+5,949
100
$1.39M 0.2%
+9,498
2 3
4
5 6