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
$729M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.58M
3
+$2.98M
4
JPM icon
JPMorgan Chase
JPM
+$1.95M
5
MSFT icon
Microsoft
MSFT
+$1.66M

Top Sells

1
+$6.4M
2
+$3.8M
3
+$3.35M
4
T icon
AT&T
T
+$2.27M
5
DIS icon
Walt Disney
DIS
+$1.84M

Sector Composition

1 Technology 27.25%
2 Healthcare 12.19%
3 Financials 9.4%
4 Consumer Discretionary 7.71%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.35%
84,723
+10,963
77
$2.4M 0.33%
19,243
+1,492
78
$2.39M 0.33%
17,173
-51
79
$2.36M 0.32%
11,322
-123
80
$2.33M 0.32%
5
81
$2.29M 0.31%
7,419
82
$2.23M 0.31%
290,299
+11,924
83
$2.08M 0.29%
11,155
-2,009
84
$1.98M 0.27%
76,472
+108
85
$1.93M 0.27%
19,678
-42
86
$1.93M 0.26%
27,729
+1,227
87
$1.87M 0.26%
14,179
-35
88
$1.86M 0.25%
37,929
+14
89
$1.84M 0.25%
18,806
-2,369
90
$1.84M 0.25%
19,047
+2,851
91
$1.82M 0.25%
10,952
+1,454
92
$1.8M 0.25%
13,451
+957
93
$1.73M 0.24%
89,660
-117,778
94
$1.64M 0.23%
33,625
95
$1.61M 0.22%
7,895
-229
96
$1.57M 0.22%
27,800
-2,158
97
$1.56M 0.21%
23,093
+256
98
$1.54M 0.21%
21,331
+2,327
99
$1.52M 0.21%
27,913
+3,585
100
$1.49M 0.2%
13,443
-23
2 3
4
5 6